SSAWX Mutual Fund

SSAWX Mutual Fund

NAV$19.77
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Returns Overview

1 Month
+2.64%
3 Months
+1.56%
6 Months
+7.22%
YTD
+12.42%
1 Year
+19.95%
3 Years (annualized)
+17.62%
5 Years (annualized)
+8.01%
10 Years (annualized)
+10.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSAWX 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)
+12.42%
Peer Avg (YTD)
+8.76%
vs Peers
+3.66%

SSAWX Mutual Fund Performance

SSAWX performance across multiple time periods: 1-month 2.64%, YTD 12.42%, 1-year 19.95%, 3-year 17.62%, 5-year 8.01%, 10-year 10.65%.

SSAWX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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