SSEFX Mutual Fund

SSEFX Mutual Fund

NAV$13.33
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Returns Overview

1 Month
-2.82%
3 Months
-0.65%
6 Months
-2.82%
YTD
+10.94%
1 Year
+4.07%
3 Years (annualized)
+11.07%
5 Years (annualized)
+9.43%
10 Years (annualized)
+9.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSEFX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+10.94%
Peer Avg (YTD)
+9.89%
vs Peers
+1.05%

SSEFX Mutual Fund Performance

SSEFX performance across multiple time periods: 1-month -2.82%, YTD 10.94%, 1-year 4.07%, 3-year 11.07%, 5-year 9.43%, 10-year 9.10%.

SSEFX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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