SSFOX Mutual Fund

SSFOX Mutual Fund

NAV$12.13
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Returns Overview

1 Month
+0.08%
3 Months
+1.10%
6 Months
+3.63%
YTD
+5.08%
1 Year
+10.51%
3 Years (annualized)
+8.40%
5 Years (annualized)
+4.05%
10 Years (annualized)
+5.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSFOX 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)
+5.08%
Peer Avg (YTD)
+6.99%
vs Peers
-1.91%

SSFOX Mutual Fund Performance

SSFOX performance across multiple time periods: 1-month 0.08%, YTD 5.08%, 1-year 10.51%, 3-year 8.40%, 5-year 4.05%, 10-year 5.56%.

SSFOX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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