SSSIX Mutual Fund

SSSIX Mutual Fund

NAV$27.69
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Returns Overview

1 Month
-5.46%
3 Months
-7.71%
6 Months
+2.07%
YTD
+5.07%
1 Year
+4.05%
3 Years (annualized)
+8.26%
5 Years (annualized)
+7.36%
10 Years (annualized)
+9.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSSIX 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)
+5.07%
Peer Avg (YTD)
+10.34%
vs Peers
-5.28%

SSSIX Mutual Fund Performance

SSSIX performance across multiple time periods: 1-month -5.46%, YTD 5.07%, 1-year 4.05%, 3-year 8.26%, 5-year 7.36%, 10-year 9.44%.

SSSIX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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