SSHVX Mutual Fund

SSHVX Mutual Fund

NAV$42.88
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Returns Overview

1 Month
+1.84%
3 Months
+3.53%
6 Months
+6.90%
YTD
+8.49%
1 Year
+21.71%
3 Years (annualized)
+20.27%
5 Years (annualized)
+11.40%
10 Years (annualized)
+11.49%

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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.49%
Peer Avg (YTD)
+12.44%
vs Peers
-3.95%

SSHVX Mutual Fund Performance

SSHVX performance across multiple time periods: 1-month 1.84%, YTD 8.49%, 1-year 21.71%, 3-year 20.27%, 5-year 11.40%, 10-year 11.49%.

SSHVX returns trail the peer average of 12.44% 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.