SSMHX Mutual Fund

SSMHX Mutual Fund

NAV$373.45
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Returns Overview

1 Month
+2.81%
3 Months
+3.24%
6 Months
+12.19%
YTD
+16.53%
1 Year
+19.68%
3 Years (annualized)
+18.97%
5 Years (annualized)
+6.98%
10 Years (annualized)
+12.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSMHX 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 Small Cap Completeness(^RSCC)
This Mutual Fund (YTD)
+16.53%
Peer Avg (YTD)
+9.89%
vs Peers
+6.64%

SSMHX Mutual Fund Performance

SSMHX performance across multiple time periods: 1-month 2.81%, YTD 16.53%, 1-year 19.68%, 3-year 18.97%, 5-year 6.98%, 10-year 12.14%.

SSMHX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.02%, investors should weigh costs against performance when evaluating this mutual fund.

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