SSCOX Mutual Fund

SSCOX Mutual Fund

NAV$7.06
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Returns Overview

1 Month
+5.15%
3 Months
+3.62%
6 Months
+14.04%
YTD
+18.57%
1 Year
+24.27%
3 Years (annualized)
+19.62%
5 Years (annualized)
+7.63%
10 Years (annualized)
+9.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSCOX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.57%
Peer Avg (YTD)
+12.21%
vs Peers
+6.36%

SSCOX Mutual Fund Performance

SSCOX performance across multiple time periods: 1-month 5.15%, YTD 18.57%, 1-year 24.27%, 3-year 19.62%, 5-year 7.63%, 10-year 9.58%.

SSCOX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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