SSHFX Mutual Fund

SSHFX Mutual Fund

NAV$43.31
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Returns Overview

1 Month
+3.01%
3 Months
+1.20%
6 Months
+4.26%
YTD
+7.68%
1 Year
+14.72%
3 Years (annualized)
+20.82%
5 Years (annualized)
+9.91%
10 Years (annualized)
+10.88%

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
PROUpgrade to run
🏦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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.68%
Peer Avg (YTD)
+12.44%
vs Peers
-4.76%

SSHFX Mutual Fund Performance

SSHFX performance across multiple time periods: 1-month 3.01%, YTD 7.68%, 1-year 14.72%, 3-year 20.82%, 5-year 9.91%, 10-year 10.88%.

SSHFX returns trail the peer average of 12.44% 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.