SSFNX Mutual Fund

SSFNX Mutual Fund

NAV$12.01
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Returns Overview

1 Month
+0.08%
3 Months
+1.11%
6 Months
+3.57%
YTD
+5.04%
1 Year
+10.32%
3 Years (annualized)
+8.92%
5 Years (annualized)
+4.14%
10 Years (annualized)
+5.61%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.04%
Peer Avg (YTD)
+6.99%
vs Peers
-1.96%

SSFNX Mutual Fund Performance

SSFNX performance across multiple time periods: 1-month 0.08%, YTD 5.04%, 1-year 10.32%, 3-year 8.92%, 5-year 4.14%, 10-year 5.61%.

SSFNX returns trail the peer average of 6.99% 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.