SSCVX Mutual Fund

SSCVX Mutual Fund

NAV$19.42
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Returns Overview

1 Month
+0.33%
3 Months
+7.02%
6 Months
+19.56%
YTD
+26.51%
1 Year
+38.24%
3 Years (annualized)
+14.51%
5 Years (annualized)
+9.06%
10 Years (annualized)
+11.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSCVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+26.51%
Peer Avg (YTD)
+15.31%
vs Peers
+11.20%

SSCVX Mutual Fund Performance

SSCVX performance across multiple time periods: 1-month 0.33%, YTD 26.51%, 1-year 38.24%, 3-year 14.51%, 5-year 9.06%, 10-year 11.22%.

SSCVX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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