SSIAX Mutual Fund

SSIAX Mutual Fund

NAV$35.44
See how much of SSIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.42%
3 Months
+1.28%
6 Months
+6.01%
YTD
+5.20%
1 Year
+8.68%
3 Years (annualized)
+12.23%
5 Years (annualized)
+5.56%
10 Years (annualized)
+10.04%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.20%
Peer Avg (YTD)
+6.28%
vs Peers
-1.08%

SSIAX Mutual Fund Performance

SSIAX performance across multiple time periods: 1-month 1.42%, YTD 5.20%, 1-year 8.68%, 3-year 12.23%, 5-year 5.56%, 10-year 10.04%.

SSIAX returns trail the peer average of 6.28% 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.