SSAOX Mutual Fund

SSAOX Mutual Fund

NAV$18.11
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Returns Overview

1 Month
-0.87%
3 Months
-0.60%
6 Months
+2.20%
YTD
+7.91%
1 Year
+9.39%
3 Years (annualized)
+18.50%
5 Years (annualized)
+7.38%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSAOX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.91%
Peer Avg (YTD)
+6.70%
vs Peers
+1.21%

SSAOX Mutual Fund Performance

SSAOX performance across multiple time periods: 1-month -0.87%, YTD 7.91%, 1-year 9.39%, 3-year 18.50%, 5-year 7.38%, 10-year 10.23%.

SSAOX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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