SSAOX Mutual Fund

SSAOX Mutual Fund

NAV$18.41
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Returns Overview

1 Month
-2.03%
3 Months
-0.60%
6 Months
+10.97%
YTD
+8.86%
1 Year
+12.26%
3 Years (annualized)
+16.45%
5 Years (annualized)
+7.38%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSAOX 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)
+8.86%
Peer Avg (YTD)
+7.09%
vs Peers
+1.77%

SSAOX Mutual Fund Performance

SSAOX performance across multiple time periods: 1-month -2.03%, YTD 8.86%, 1-year 12.26%, 3-year 16.45%, 5-year 7.38%, 10-year 10.23%.

SSAOX 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.

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