SSAZX Mutual Fund

NAV$16.74

Returns Overview

1 Month
-0.30%
3 Months
+9.72%
6 Months
+8.36%
YTD
+7.94%
1 Year
+17.38%
3 Years (annualized)
+14.00%

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

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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)
+7.94%
Peer Avg (YTD)
+7.64%
vs Peers
+0.30%

SSAZX Mutual Fund Performance

SSAZX performance across multiple time periods: 1-month -0.30%, YTD 7.94%, 1-year 17.38%, 3-year 14.00%.

SSAZX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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