SSSEX Mutual Fund

SSSEX Mutual Fund

NAV$12.38
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Returns Overview

1 Month
+0.16%
3 Months
+5.56%
6 Months
+8.53%
YTD
+13.88%
1 Year
+11.92%
3 Years (annualized)
+9.73%
5 Years (annualized)
+4.40%
10 Years (annualized)
+6.24%

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)
+13.88%
Peer Avg (YTD)
+15.20%
vs Peers
-1.32%

SSSEX Mutual Fund Performance

SSSEX performance across multiple time periods: 1-month 0.16%, YTD 13.88%, 1-year 11.92%, 3-year 9.73%, 5-year 4.40%, 10-year 6.24%.

SSSEX returns trail the peer average of 15.20% 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.