SSETX Mutual Fund

SSETX Mutual Fund

NAV$43.73
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Returns Overview

1 Month
+4.24%
3 Months
+10.02%
6 Months
+7.50%
YTD
+6.44%
1 Year
+16.49%
3 Years (annualized)
+8.55%
5 Years (annualized)
+6.86%
10 Years (annualized)
+14.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSETX 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
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📉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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+6.44%
Peer Avg (YTD)
+4.49%
vs Peers
+1.96%

SSETX Mutual Fund Performance

SSETX performance across multiple time periods: 1-month 4.24%, YTD 6.44%, 1-year 16.49%, 3-year 8.55%, 5-year 6.86%, 10-year 14.73%.

SSETX returns outperform the peer average of 4.49% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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