SSSFX Mutual Fund

SSSFX Mutual Fund

NAV$27.99
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Returns Overview

1 Month
+1.25%
3 Months
+3.54%
6 Months
+8.20%
YTD
+17.24%
1 Year
+23.28%
3 Years (annualized)
+6.92%
5 Years (annualized)
+7.84%
10 Years (annualized)
+9.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSSFX 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 Value Index(^RUJ)
This Mutual Fund (YTD)
+17.24%
Peer Avg (YTD)
+15.31%
vs Peers
+1.93%

SSSFX Mutual Fund Performance

SSSFX performance across multiple time periods: 1-month 1.25%, YTD 17.24%, 1-year 23.28%, 3-year 6.92%, 5-year 7.84%, 10-year 9.41%.

SSSFX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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