SSAGX Mutual Fund

SSAGX Mutual Fund

NAV$9.85
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Returns Overview

1 Month
+0.31%
3 Months
+0.87%
6 Months
+1.25%
YTD
+2.12%
1 Year
+3.78%
3 Years (annualized)
+5.06%
5 Years (annualized)
+3.25%
10 Years (annualized)
+2.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSAGX 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
Bloomberg Short Treasury 3-6 Month Index
This Mutual Fund (YTD)
+2.12%
Peer Avg (YTD)
+2.15%
vs Peers
-0.04%

SSAGX Mutual Fund Performance

SSAGX performance across multiple time periods: 1-month 0.31%, YTD 2.12%, 1-year 3.78%, 3-year 5.06%, 5-year 3.25%, 10-year 2.16%.

SSAGX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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