SSFNX Mutual Fund

SSFNX Mutual Fund

NAV$11.81
See how much of SSFNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.01%
3 Months
+0.76%
6 Months
+3.09%
YTD
+6.10%
1 Year
+9.31%
3 Years (annualized)
+9.06%
5 Years (annualized)
+3.96%
10 Years (annualized)
+5.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSFNX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.10%
Peer Avg (YTD)
+8.76%
vs Peers
-2.66%

SSFNX Mutual Fund Performance

SSFNX performance across multiple time periods: 1-month 1.01%, YTD 6.10%, 1-year 9.31%, 3-year 9.06%, 5-year 3.96%, 10-year 5.53%.

SSFNX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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