SSIAX Mutual Fund

SSIAX Mutual Fund

NAV$35.72
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Returns Overview

1 Month
+1.27%
3 Months
+2.17%
6 Months
+4.07%
YTD
+3.73%
1 Year
+8.63%
3 Years (annualized)
+11.48%
5 Years (annualized)
+6.04%
10 Years (annualized)
+9.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSIAX 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)
+3.73%
Peer Avg (YTD)
+5.54%
vs Peers
-1.81%

SSIAX Mutual Fund Performance

SSIAX performance across multiple time periods: 1-month 1.27%, YTD 3.73%, 1-year 8.63%, 3-year 11.48%, 5-year 6.04%, 10-year 9.89%.

SSIAX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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