SSDCX Mutual Fund

NAV$27.97

Returns Overview

1 Month
-3.98%
3 Months
+6.35%
6 Months
+9.82%
YTD
+14.63%
1 Year
+35.43%
3 Years (annualized)
+12.94%
5 Years (annualized)
+3.25%
10 Years (annualized)
+8.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSDCX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+14.63%
Peer Avg (YTD)
+18.52%
vs Peers
-3.89%

SSDCX Mutual Fund Performance

SSDCX performance across multiple time periods: 1-month -3.98%, YTD 14.63%, 1-year 35.43%, 3-year 12.94%, 5-year 3.25%, 10-year 8.40%.

SSDCX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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