SDSSX

Mutual fund

$7.23 -$0.02 (-0.28%) NAV as of Oct 19, 2026

Prices on SharpeShare since Dec 27, 2024

52-week range

Low $6.77High $8.53

Has SDSSX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SDSSX returned +9.8%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SDSSX
+9.8%
S&P 500
+16.6%
Largest decline 
SDSSX
10.8%
S&P 500
8.9%
Risk-adjusted return 
SDSSX
0.45
S&P 500
0.98
Downside risk-adjusted return 
SDSSX
0.67
S&P 500
1.44

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodSDSSXS&P 500
1 month -2.3% +0.6%
3 months -5.8% +3.4%
Year to date +7.4% +13.3%
1 year +9.8% +16.6%

Volatility (1-year, annualized): 15.0% · Largest decline (max drawdown, since Dec 2024): 21.3%

How are your investments doing?

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