SSAZX Mutual Fund

SSAZX Mutual Fund

NAV$16.34
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Returns Overview

1 Month
-0.30%
3 Months
-0.49%
6 Months
+1.80%
YTD
+6.57%
1 Year
+7.86%
3 Years (annualized)
+16.46%
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)
+6.57%
Peer Avg (YTD)
+6.70%
vs Peers
-0.13%

SSAZX Mutual Fund Performance

SSAZX performance across multiple time periods: 1-month -0.30%, YTD 6.57%, 1-year 7.86%, 3-year 16.46%, 5-year 6.31%, 10-year 9.18%.

SSAZX returns trail the peer average of 6.70% 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.