SSMJX Mutual Fund

NAV$384.53

Returns Overview

1 Month
+4.42%
3 Months
+19.18%
6 Months
+17.63%
YTD
+16.28%
1 Year
+28.51%
3 Years (annualized)
+19.53%
5 Years (annualized)
+6.92%
10 Years (annualized)
+12.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSMJX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Small Cap Completeness(^RSCC)
This Mutual Fund (YTD)
+16.28%
Peer Avg (YTD)
+10.82%
vs Peers
+5.46%

SSMJX Mutual Fund Performance

SSMJX performance across multiple time periods: 1-month 4.42%, YTD 16.28%, 1-year 28.51%, 3-year 19.53%, 5-year 6.92%, 10-year 12.34%.

SSMJX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

SSMJX performance comparison shows side-by-side returns with another fund. SSMJX alternatives are available in the Mutual Fund Screener.