SSAZX Mutual Fund

SSAZX Mutual Fund

NAV$16.84
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Returns Overview

1 Month
-0.78%
3 Months
+2.30%
6 Months
+4.97%
YTD
+7.09%
1 Year
+15.85%
3 Years (annualized)
+12.76%
5 Years (annualized)
+6.31%
10 Years (annualized)
+9.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSAZX 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)
+7.09%
Peer Avg (YTD)
+6.99%
vs Peers
+0.10%

SSAZX Mutual Fund Performance

SSAZX performance across multiple time periods: 1-month -0.78%, YTD 7.09%, 1-year 15.85%, 3-year 12.76%, 5-year 6.31%, 10-year 9.18%.

SSAZX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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