SSMLX Mutual Fund

SSMLX Mutual Fund

NAV$363.74
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Returns Overview

1 Month
-0.19%
3 Months
-1.64%
6 Months
+3.06%
YTD
+10.03%
1 Year
+10.69%
3 Years (annualized)
+21.60%
5 Years (annualized)
+5.50%
10 Years (annualized)
+11.81%

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)
+10.03%
Peer Avg (YTD)
+8.01%
vs Peers
+2.02%

SSMLX Mutual Fund Performance

SSMLX performance across multiple time periods: 1-month -0.19%, YTD 10.03%, 1-year 10.69%, 3-year 21.60%, 5-year 5.50%, 10-year 11.81%.

SSMLX returns outperform the peer average of 8.01% 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.