SSHVX Mutual Fund

SSHVX Mutual Fund

NAV$43.30
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Returns Overview

1 Month
-3.52%
3 Months
-1.34%
6 Months
+9.11%
YTD
+4.67%
1 Year
+13.66%
3 Years (annualized)
+20.27%
5 Years (annualized)
+11.40%
10 Years (annualized)
+11.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSHVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.67%
Peer Avg (YTD)
+10.00%
vs Peers
-5.32%

SSHVX Mutual Fund Performance

SSHVX performance across multiple time periods: 1-month -3.52%, YTD 4.67%, 1-year 13.66%, 3-year 20.27%, 5-year 11.40%, 10-year 11.49%.

SSHVX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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