SSHFX Mutual Fund

SSHFX Mutual Fund

NAV$43.57
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Returns Overview

1 Month
+0.40%
3 Months
+3.02%
6 Months
+6.27%
YTD
+6.40%
1 Year
+23.51%
3 Years (annualized)
+18.24%
5 Years (annualized)
+10.26%
10 Years (annualized)
+10.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSHFX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+6.40%
Peer Avg (YTD)
+11.41%
vs Peers
-5.01%

SSHFX Mutual Fund Performance

SSHFX performance across multiple time periods: 1-month 0.40%, YTD 6.40%, 1-year 23.51%, 3-year 18.24%, 5-year 10.26%, 10-year 10.92%.

SSHFX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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