SSGVX Mutual Fund

SSGVX Mutual Fund

NAV$172.55
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Returns Overview

1 Month
+0.18%
3 Months
+3.48%
6 Months
+7.03%
YTD
+13.56%
1 Year
+28.10%
3 Years (annualized)
+17.11%
5 Years (annualized)
+8.91%
10 Years (annualized)
+9.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSGVX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+13.56%
Peer Avg (YTD)
+8.62%
vs Peers
+4.94%

SSGVX Mutual Fund Performance

SSGVX performance across multiple time periods: 1-month 0.18%, YTD 13.56%, 1-year 28.10%, 3-year 17.11%, 5-year 8.91%, 10-year 9.43%.

SSGVX returns outperform the peer average of 8.62% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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