SSSIX Mutual Fund

SSSIX Mutual Fund

NAV$27.59
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Returns Overview

1 Month
+1.26%
3 Months
+3.58%
6 Months
+8.32%
YTD
+15.27%
1 Year
+23.56%
3 Years (annualized)
+11.19%
5 Years (annualized)
+10.52%
10 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSSIX 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)
+15.27%
Peer Avg (YTD)
+15.31%
vs Peers
-0.04%

SSSIX Mutual Fund Performance

SSSIX performance across multiple time periods: 1-month 1.26%, YTD 15.27%, 1-year 23.56%, 3-year 11.19%, 5-year 10.52%, 10-year 11.02%.

SSSIX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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