SSMLX Mutual Fund

NAV$385.02

Returns Overview

1 Month
+4.44%
3 Months
+19.23%
6 Months
+17.75%
YTD
+16.39%
1 Year
+28.85%
3 Years (annualized)
+19.87%
5 Years (annualized)
+7.21%
10 Years (annualized)
+12.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSMLX 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
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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)
+16.39%
Peer Avg (YTD)
+10.82%
vs Peers
+5.58%

SSMLX Mutual Fund Performance

SSMLX performance across multiple time periods: 1-month 4.44%, YTD 16.39%, 1-year 28.85%, 3-year 19.87%, 5-year 7.21%, 10-year 12.76%.

SSMLX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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