SSIAX Mutual Fund

SSIAX Mutual Fund

NAV$35.59
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Returns Overview

1 Month
-1.67%
3 Months
+0.99%
6 Months
+8.55%
YTD
+3.44%
1 Year
+5.37%
3 Years (annualized)
+12.23%
5 Years (annualized)
+5.56%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSIAX 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)
+3.44%
Peer Avg (YTD)
+4.97%
vs Peers
-1.52%

SSIAX Mutual Fund Performance

SSIAX performance across multiple time periods: 1-month -1.67%, YTD 3.44%, 1-year 5.37%, 3-year 12.23%, 5-year 5.56%, 10-year 10.04%.

SSIAX returns trail the peer average of 4.97% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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