SSEFX Mutual Fund

SSEFX Mutual Fund

NAV$14.48
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Returns Overview

1 Month
-2.87%
3 Months
-1.25%
6 Months
+5.66%
YTD
+14.16%
1 Year
+11.57%
3 Years (annualized)
+6.88%
5 Years (annualized)
+7.70%
10 Years (annualized)
+8.19%

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)
+14.16%
Peer Avg (YTD)
+9.54%
vs Peers
+4.62%

SSEFX Mutual Fund Performance

SSEFX performance across multiple time periods: 1-month -2.87%, YTD 14.16%, 1-year 11.57%, 3-year 6.88%, 5-year 7.70%, 10-year 8.19%.

SSEFX returns outperform the peer average of 9.54% 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.