SSDWX Mutual Fund

SSDWX Mutual Fund

NAV$20.22
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Returns Overview

1 Month
-2.04%
3 Months
-0.35%
6 Months
+12.59%
YTD
+10.37%
1 Year
+14.10%
3 Years (annualized)
+18.03%
5 Years (annualized)
+8.47%
10 Years (annualized)
+11.17%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.37%
Peer Avg (YTD)
+7.09%
vs Peers
+3.28%

SSDWX Mutual Fund Performance

SSDWX performance across multiple time periods: 1-month -2.04%, YTD 10.37%, 1-year 14.10%, 3-year 18.03%, 5-year 8.47%, 10-year 11.17%.

SSDWX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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