SSEIX Mutual Fund

SSEIX Mutual Fund

NAV$13.61
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Returns Overview

1 Month
+3.95%
3 Months
-3.72%
6 Months
-4.86%
YTD
+8.04%
1 Year
+6.46%
3 Years (annualized)
+12.41%
5 Years (annualized)
+7.39%
10 Years (annualized)
+8.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSEIX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+8.04%
Peer Avg (YTD)
+8.01%
vs Peers
+0.04%

SSEIX Mutual Fund Performance

SSEIX performance across multiple time periods: 1-month 3.95%, YTD 8.04%, 1-year 6.46%, 3-year 12.41%, 5-year 7.39%, 10-year 8.60%.

SSEIX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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