SSAKX Mutual Fund

SSAKX Mutual Fund

NAV$17.37
See how much of SSAKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.10%
3 Months
-0.75%
6 Months
+9.86%
YTD
+7.94%
1 Year
+11.11%
3 Years (annualized)
+15.55%
5 Years (annualized)
+6.85%
10 Years (annualized)
+9.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSAKX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.94%
Peer Avg (YTD)
+7.09%
vs Peers
+0.85%

SSAKX Mutual Fund Performance

SSAKX performance across multiple time periods: 1-month -2.10%, YTD 7.94%, 1-year 11.11%, 3-year 15.55%, 5-year 6.85%, 10-year 9.73%.

SSAKX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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