SSMLX Mutual Fund

SSMLX Mutual Fund

NAV$379.80
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Returns Overview

1 Month
-3.89%
3 Months
+4.78%
6 Months
+10.49%
YTD
+13.17%
1 Year
+21.21%
3 Years (annualized)
+16.10%
5 Years (annualized)
+6.64%
10 Years (annualized)
+11.75%

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
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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)
+13.17%
Peer Avg (YTD)
+9.54%
vs Peers
+3.63%

SSMLX Mutual Fund Performance

SSMLX performance across multiple time periods: 1-month -3.89%, YTD 13.17%, 1-year 21.21%, 3-year 16.10%, 5-year 6.64%, 10-year 11.75%.

SSMLX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.24%, investors should weigh costs against performance when evaluating this mutual fund.

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