SSGFX Mutual Fund

NAV$70.53
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Returns Overview

1 Month
-5.21%
3 Months
+13.62%
6 Months
+5.59%
YTD
+5.65%
1 Year
+15.46%
3 Years (annualized)
+17.17%
5 Years (annualized)
+10.79%
10 Years (annualized)
+15.54%

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
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📉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

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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 Large Cap Index
This Mutual Fund (YTD)
+5.65%
Peer Avg (YTD)
+8.97%
vs Peers
-3.32%

SSGFX Mutual Fund Performance

SSGFX performance across multiple time periods: 1-month -5.21%, YTD 5.65%, 1-year 15.46%, 3-year 17.17%, 5-year 10.79%, 10-year 15.54%.

SSGFX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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