SSDZX Mutual Fund

NAV$40.77

Returns Overview

1 Month
-3.89%
3 Months
+6.64%
6 Months
+10.37%
YTD
+15.30%
1 Year
+36.85%
3 Years (annualized)
+14.31%
5 Years (annualized)
+4.48%
10 Years (annualized)
+9.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSDZX 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)
+15.30%
Peer Avg (YTD)
+18.52%
vs Peers
-3.22%

SSDZX Mutual Fund Performance

SSDZX performance across multiple time periods: 1-month -3.89%, YTD 15.30%, 1-year 36.85%, 3-year 14.31%, 5-year 4.48%, 10-year 9.62%.

SSDZX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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