SSQSX Mutual Fund

NAV$17.12

Returns Overview

1 Month
+6.26%
3 Months
+16.79%
6 Months
+15.44%
YTD
+14.66%
1 Year
+13.98%
3 Years (annualized)
+8.82%
5 Years (annualized)
+7.92%
10 Years (annualized)
+12.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSQSX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+14.66%
Peer Avg (YTD)
+18.52%
vs Peers
-3.86%

SSQSX Mutual Fund Performance

SSQSX performance across multiple time periods: 1-month 6.26%, YTD 14.66%, 1-year 13.98%, 3-year 8.82%, 5-year 7.92%, 10-year 12.57%.

SSQSX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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