SSCOX Mutual Fund

NAV$7.16

Returns Overview

1 Month
+5.67%
3 Months
+14.51%
6 Months
+11.65%
YTD
+11.28%
1 Year
+28.56%
3 Years (annualized)
+17.82%
5 Years (annualized)
+8.92%
10 Years (annualized)
+11.86%

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
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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+11.28%
Peer Avg (YTD)
+18.52%
vs Peers
-7.25%

SSCOX Mutual Fund Performance

SSCOX performance across multiple time periods: 1-month 5.67%, YTD 11.28%, 1-year 28.56%, 3-year 17.82%, 5-year 8.92%, 10-year 11.86%.

SSCOX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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