SSMAX Mutual Fund

SSMAX Mutual Fund

NAV$10.66
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Returns Overview

1 Month
-4.36%
3 Months
-6.40%
6 Months
+7.81%
YTD
+7.92%
1 Year
+8.82%
3 Years (annualized)
+11.85%
5 Years (annualized)
+4.87%
10 Years (annualized)
+9.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSMAX 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 Index(^R25I)
This Mutual Fund (YTD)
+7.92%
Peer Avg (YTD)
+6.73%
vs Peers
+1.20%

SSMAX Mutual Fund Performance

SSMAX performance across multiple time periods: 1-month -4.36%, YTD 7.92%, 1-year 8.82%, 3-year 11.85%, 5-year 4.87%, 10-year 9.03%.

SSMAX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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