SSTVX Mutual Fund

SSTVX Mutual Fund

NAV$8.45
See how much of SSTVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.80%
3 Months
-0.48%
6 Months
+0.43%
YTD
+0.57%
1 Year
+1.82%
3 Years (annualized)
+0.79%
5 Years (annualized)
-1.11%
10 Years (annualized)
-0.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSTVX 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
Bloomberg US 1-3 Year Government/Credit Bond Index(^BBFUS1T3YGCBI)
This Mutual Fund (YTD)
+0.57%
Peer Avg (YTD)
+0.50%
vs Peers
+0.08%

SSTVX Mutual Fund Performance

SSTVX performance across multiple time periods: 1-month -0.80%, YTD 0.57%, 1-year 1.82%, 3-year 0.79%, 5-year -1.11%, 10-year -0.29%.

SSTVX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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