SSDWX Mutual Fund

NAV$19.81

Returns Overview

1 Month
-1.30%
3 Months
+3.12%
6 Months
+4.98%
YTD
+8.67%
1 Year
+22.69%
3 Years (annualized)
+17.39%
5 Years (annualized)
+8.57%
10 Years (annualized)
+11.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSDWX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.67%
Peer Avg (YTD)
+7.64%
vs Peers
+1.03%

SSDWX Mutual Fund Performance

SSDWX performance across multiple time periods: 1-month -1.30%, YTD 8.67%, 1-year 22.69%, 3-year 17.39%, 5-year 8.57%, 10-year 11.41%.

SSDWX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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