SDSCX Mutual Fund

SDSCX Mutual Fund

NAV$21.64
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Returns Overview

1 Month
-2.56%
3 Months
-11.89%
6 Months
+8.55%
YTD
+1.28%
1 Year
+4.15%
3 Years (annualized)
+11.05%
5 Years (annualized)
-0.01%
10 Years (annualized)
+14.90%

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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Growth Index(^R25IG)
This Mutual Fund (YTD)
+1.28%
Peer Avg (YTD)
+10.34%
vs Peers
-9.06%

SDSCX Mutual Fund Performance

SDSCX performance across multiple time periods: 1-month -2.56%, YTD 1.28%, 1-year 4.15%, 3-year 11.05%, 5-year -0.01%, 10-year 14.90%.

SDSCX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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