SSHVX Mutual Fund

SSHVX Mutual Fund

NAV$44.63
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Returns Overview

1 Month
+0.41%
3 Months
+3.09%
6 Months
+6.40%
YTD
+6.53%
1 Year
+23.78%
3 Years (annualized)
+18.48%
5 Years (annualized)
+10.44%
10 Years (annualized)
+11.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSHVX 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)
+6.53%
Peer Avg (YTD)
+11.41%
vs Peers
-4.88%

SSHVX Mutual Fund Performance

SSHVX performance across multiple time periods: 1-month 0.41%, YTD 6.53%, 1-year 23.78%, 3-year 18.48%, 5-year 10.44%, 10-year 11.10%.

SSHVX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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