SSSEX Mutual Fund

SSSEX Mutual Fund

NAV$12.19
See how much of SSSEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.64%
3 Months
-5.23%
6 Months
+10.68%
YTD
+8.59%
1 Year
+8.42%
3 Years (annualized)
+9.73%
5 Years (annualized)
+4.40%
10 Years (annualized)
+6.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSSEX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+8.59%
Peer Avg (YTD)
+10.34%
vs Peers
-1.75%

SSSEX Mutual Fund Performance

SSSEX performance across multiple time periods: 1-month -4.64%, YTD 8.59%, 1-year 8.42%, 3-year 9.73%, 5-year 4.40%, 10-year 6.24%.

SSSEX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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