SSAQX Mutual Fund

NAV$83.93
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Returns Overview

1 Month
-1.06%
3 Months
+13.55%
6 Months
+6.61%
YTD
+6.47%
1 Year
+18.51%
3 Years (annualized)
+18.75%
5 Years (annualized)
+11.95%
10 Years (annualized)
+15.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSAQX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.47%
Peer Avg (YTD)
+9.51%
vs Peers
-3.04%

SSAQX Mutual Fund Performance

SSAQX performance across multiple time periods: 1-month -1.06%, YTD 6.47%, 1-year 18.51%, 3-year 18.75%, 5-year 11.95%, 10-year 15.48%.

SSAQX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.13%, investors should weigh costs against performance when evaluating this mutual fund.

SSAQX performance comparison shows side-by-side returns with another fund. SSAQX alternatives are available in the Mutual Fund Screener.