SSMHX Mutual Fund

SSMHX Mutual Fund

NAV$370.82
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Returns Overview

1 Month
-0.17%
3 Months
-1.56%
6 Months
+3.22%
YTD
+10.29%
1 Year
+11.00%
3 Years (annualized)
+21.79%
5 Years (annualized)
+5.68%
10 Years (annualized)
+11.99%

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)
+10.29%
Peer Avg (YTD)
+8.01%
vs Peers
+2.28%

SSMHX Mutual Fund Performance

SSMHX performance across multiple time periods: 1-month -0.17%, YTD 10.29%, 1-year 11.00%, 3-year 21.79%, 5-year 5.68%, 10-year 11.99%.

SSMHX returns outperform the peer average of 8.01% 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.