SSEIX Mutual Fund

SSEIX Mutual Fund

NAV$13.46
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Returns Overview

1 Month
-4.63%
3 Months
-10.03%
6 Months
+0.69%
YTD
+3.94%
1 Year
+1.75%
3 Years (annualized)
+7.56%
5 Years (annualized)
+7.52%
10 Years (annualized)
+8.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSEIX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+3.94%
Peer Avg (YTD)
+6.72%
vs Peers
-2.78%

SSEIX Mutual Fund Performance

SSEIX performance across multiple time periods: 1-month -4.63%, YTD 3.94%, 1-year 1.75%, 3-year 7.56%, 5-year 7.52%, 10-year 8.27%.

SSEIX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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