SSMGX Mutual Fund

SSMGX Mutual Fund

NAV$79.08
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Returns Overview

1 Month
-0.52%
3 Months
+0.16%
6 Months
+4.08%
YTD
+16.43%
1 Year
+20.01%
3 Years (annualized)
+14.28%
5 Years (annualized)
+4.94%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSMGX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+16.43%
Peer Avg (YTD)
+15.20%
vs Peers
+1.23%

SSMGX Mutual Fund Performance

SSMGX performance across multiple time periods: 1-month -0.52%, YTD 16.43%, 1-year 20.01%, 3-year 14.28%, 5-year 4.94%, 10-year 10.86%.

SSMGX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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