SSGVX Mutual Fund

SSGVX Mutual Fund

NAV$166.13
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Returns Overview

1 Month
-2.39%
3 Months
+0.72%
6 Months
+12.71%
YTD
+13.15%
1 Year
+19.61%
3 Years (annualized)
+20.04%
5 Years (annualized)
+9.14%
10 Years (annualized)
+9.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSGVX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+13.15%
Peer Avg (YTD)
+8.67%
vs Peers
+4.48%

SSGVX Mutual Fund Performance

SSGVX performance across multiple time periods: 1-month -2.39%, YTD 13.15%, 1-year 19.61%, 3-year 20.04%, 5-year 9.14%, 10-year 9.70%.

SSGVX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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