SSFOX Mutual Fund

NAV$12.11

Returns Overview

1 Month
-0.42%
3 Months
+4.54%
6 Months
+5.18%
YTD
+5.00%
1 Year
+10.71%
3 Years (annualized)
+8.94%
5 Years (annualized)
+4.26%
10 Years (annualized)
+5.71%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.00%
Peer Avg (YTD)
+7.64%
vs Peers
-2.64%

SSFOX Mutual Fund Performance

SSFOX performance across multiple time periods: 1-month -0.42%, YTD 5.00%, 1-year 10.71%, 3-year 8.94%, 5-year 4.26%, 10-year 5.71%.

SSFOX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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