SDSCX Mutual Fund

NAV$23.42

Returns Overview

1 Month
-5.68%
3 Months
+4.04%
6 Months
-1.47%
YTD
+7.38%
1 Year
+23.66%
3 Years (annualized)
+14.74%
5 Years (annualized)
+2.26%
10 Years (annualized)
+16.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SDSCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+7.38%
Peer Avg (YTD)
+18.52%
vs Peers
-11.14%

SDSCX Mutual Fund Performance

SDSCX performance across multiple time periods: 1-month -5.68%, YTD 7.38%, 1-year 23.66%, 3-year 14.74%, 5-year 2.26%, 10-year 16.52%.

SDSCX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

SDSCX performance comparison shows side-by-side returns with another fund. SDSCX alternatives are available in the Mutual Fund Screener.