SSHQX Mutual Fund

NAV$166.25

Returns Overview

1 Month
+2.48%
3 Months
+10.29%
6 Months
+12.95%
YTD
+12.42%
1 Year
+27.66%
3 Years (annualized)
+18.45%
5 Years (annualized)
+13.79%
10 Years (annualized)
+13.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSHQX 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
PROUpgrade to run

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
MSCI EAFE 100% Hedged To USD Index(^MSEAFE100USH)
This Mutual Fund (YTD)
+12.42%
Peer Avg (YTD)
+9.13%
vs Peers
+3.29%

SSHQX Mutual Fund Performance

SSHQX performance across multiple time periods: 1-month 2.48%, YTD 12.42%, 1-year 27.66%, 3-year 18.45%, 5-year 13.79%, 10-year 13.00%.

SSHQX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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