SSCVX Mutual Fund

SSCVX Mutual Fund

NAV$19.60
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Returns Overview

1 Month
-6.59%
3 Months
-9.27%
6 Months
+6.52%
YTD
+14.41%
1 Year
+16.00%
3 Years (annualized)
+14.84%
5 Years (annualized)
+7.88%
10 Years (annualized)
+9.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSCVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+14.41%
Peer Avg (YTD)
+10.34%
vs Peers
+4.07%

SSCVX Mutual Fund Performance

SSCVX performance across multiple time periods: 1-month -6.59%, YTD 14.41%, 1-year 16.00%, 3-year 14.84%, 5-year 7.88%, 10-year 9.57%.

SSCVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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