American Century Short Duration Strategic… (SDSI) Performance
SDSI total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +1.5% since Dec 31, 2025
- 1 year
- +2.5% total return
- 3 years
- +5.6% a year
- Since first price
- +5.4% a year since 2022
SDSI trailing returns vs AGG, TLT, SPY
| Period | SDSI total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.3% | −0.1% | +0.9% | +1.5% | −1.0% |
| 3 months | +0.1% | −1.0% | −0.4% | −1.0% | +3.2% |
| 6 months | +0.5% | −1.7% | −1.5% | −3.8% | +7.8% |
| YTD | +1.5% | −2.0% | −1.0% | −3.4% | +12.3% |
| 1 year | +2.5% | −2.2% | −1.1% | −6.9% | +14.4% |
| 3 years | +17.7%+5.6%/yr | +0.8% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| Since inceptionOct 13, 2022 | +23.4%+5.4%/yr | +0.8% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: SDSI vs AGG
From Oct 13, 2022: SDSI grew to $12,338, AGG to $11,659.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
SDSI returns by calendar year
3 of 3 full years positive. Best 2025 (+6.5%), worst 2024 (+5.6%). 2026 is year to date.
SDSI annual returns table
| Year | SDSI | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +1.5% | −1.2% | −1.0% | −3.4% | +12.3% |
| 2025 | +6.5% | −1.3% | +7.2% | +4.3% | +17.7% |
| 2024 | +5.6% | −0.9% | +1.3% | −8.1% | +24.9% |
| 2023 | +5.9% | −1.3% | +5.7% | +2.8% | +26.2% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
SDSI risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +5.5% | +5.3% |
| Volatility (annualized) | 1.9% | 1.9% |
| Sharpe ratio | 0.55 | 0.41 |
| Sortino ratio | 0.81 | 0.61 |
| Best month | +1.6% | +1.6% |
| Worst month | −0.9% | −0.9% |
| Best 12 months | +9.1% | +9.1% |
| Worst 12 months | +2.4% | +2.4% |
| Positive months | 86% | 81% |
| Beta vs S&P 500 | 0.08 | — |
| Correlation with S&P 500 | 0.52 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
SDSI rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 37 | +2.4% | +5.6% | +9.1% | 100% |
| 3-year (a year) | 13 | +5.5% | +5.8% | +6.3% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
SDSI performance overview
American Century Short Duration Strategic… (SDSI) returned +2.5% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +5.4% a year, turning $10,000 into about $12,338. Over the same year U.S. bonds (AGG) returned −1.1%.
Related: SDSI chart, SDSI dividends, SDSI bond profile. See the SDSI overview for the latest quote and fund facts.
SDSI performance FAQ
What is the SDSI return over the past year?
SDSI returned +2.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 2.2%.
How much would $10,000 invested in SDSI be worth?
$10,000 invested in SDSI at its first recorded close on October 13, 2022 would be worth about $12,338 on October 23, 2026 with distributions reinvested.
What was the worst year for SDSI?
The worst calendar year was 2024, with a total return of +5.6%. The best was 2025 at +6.5%.
How volatile is SDSI?
Over the past 3 years SDSI had an annualized volatility of 1.9% and a Sharpe ratio of 0.55 (excess return over 1–3 month T-bills per unit of risk).