SSMEX Mutual Fund

SSMEX Mutual Fund

NAV$10.44
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Returns Overview

1 Month
+0.29%
3 Months
-5.18%
6 Months
+1.46%
YTD
+1.86%
1 Year
+9.22%
3 Years (annualized)
+1.64%
5 Years (annualized)
+23.48%
10 Years (annualized)
+7.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSMEX 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 1000 Total Return Index(^SP1000TR:SP)
This Mutual Fund (YTD)
+1.86%
Peer Avg (YTD)
+6.42%
vs Peers
-4.56%

SSMEX Mutual Fund Performance

SSMEX performance across multiple time periods: 1-month 0.29%, YTD 1.86%, 1-year 9.22%, 3-year 1.64%, 5-year 23.48%, 10-year 7.23%.

SSMEX returns trail the peer average of 6.42% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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