SSAZX Mutual Fund

SSAZX Mutual Fund

NAV$16.40
See how much of SSAZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.14%
3 Months
-0.96%
6 Months
+8.66%
YTD
+6.90%
1 Year
+9.82%
3 Years (annualized)
+14.50%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.90%
Peer Avg (YTD)
+7.09%
vs Peers
-0.19%

SSAZX Mutual Fund Performance

SSAZX performance across multiple time periods: 1-month -2.14%, YTD 6.90%, 1-year 9.82%, 3-year 14.50%, 5-year 6.31%, 10-year 9.18%.

SSAZX returns trail the peer average of 7.09% 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.