SSSEX Mutual Fund

SSSEX Mutual Fund

NAV$12.44
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Returns Overview

1 Month
+1.57%
3 Months
-2.99%
6 Months
+3.18%
YTD
+10.30%
1 Year
+11.71%
3 Years (annualized)
+13.26%
5 Years (annualized)
+3.48%
10 Years (annualized)
+6.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSSEX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+10.30%
Peer Avg (YTD)
+12.21%
vs Peers
-1.91%

SSSEX Mutual Fund Performance

SSSEX performance across multiple time periods: 1-month 1.57%, YTD 10.30%, 1-year 11.71%, 3-year 13.26%, 5-year 3.48%, 10-year 6.21%.

SSSEX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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