SSDZX Mutual Fund

SSDZX Mutual Fund

NAV$38.65
See how much of SSDZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.20%
3 Months
-9.99%
6 Months
+12.71%
YTD
+10.32%
1 Year
+12.29%
3 Years (annualized)
+12.85%
5 Years (annualized)
+3.16%
10 Years (annualized)
+8.47%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+10.32%
Peer Avg (YTD)
+10.34%
vs Peers
-0.02%

SSDZX Mutual Fund Performance

SSDZX performance across multiple time periods: 1-month -5.20%, YTD 10.32%, 1-year 12.29%, 3-year 12.85%, 5-year 3.16%, 10-year 8.47%.

SSDZX returns trail the peer average of 10.34% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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