SSSFX Mutual Fund

SSSFX Mutual Fund

NAV$26.33
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Returns Overview

1 Month
-5.45%
3 Months
-7.75%
6 Months
+1.97%
YTD
+4.91%
1 Year
+3.81%
3 Years (annualized)
+7.99%
5 Years (annualized)
+7.08%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSSFX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+4.91%
Peer Avg (YTD)
+10.34%
vs Peers
-5.43%

SSSFX Mutual Fund Performance

SSSFX performance across multiple time periods: 1-month -5.45%, YTD 4.91%, 1-year 3.81%, 3-year 7.99%, 5-year 7.08%, 10-year 9.04%.

SSSFX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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