SSGFX Mutual Fund

SSGFX Mutual Fund

NAV$70.75
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Returns Overview

1 Month
+0.03%
3 Months
-3.34%
6 Months
+9.88%
YTD
+7.74%
1 Year
+11.83%
3 Years (annualized)
+17.89%
5 Years (annualized)
+9.34%
10 Years (annualized)
+14.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSGFX 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 Large Cap Index
This Mutual Fund (YTD)
+7.74%
Peer Avg (YTD)
+8.51%
vs Peers
-0.77%

SSGFX Mutual Fund Performance

SSGFX performance across multiple time periods: 1-month 0.03%, YTD 7.74%, 1-year 11.83%, 3-year 17.89%, 5-year 9.34%, 10-year 14.91%.

SSGFX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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