SSSIX Mutual Fund

SSSIX Mutual Fund

NAV$28.73
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Returns Overview

1 Month
+3.94%
3 Months
-5.27%
6 Months
-1.88%
YTD
+9.20%
1 Year
+9.76%
3 Years (annualized)
+13.04%
5 Years (annualized)
+7.00%
10 Years (annualized)
+9.72%

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
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📉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)
+9.20%
Peer Avg (YTD)
+12.21%
vs Peers
-3.01%

SSSIX Mutual Fund Performance

SSSIX performance across multiple time periods: 1-month 3.94%, YTD 9.20%, 1-year 9.76%, 3-year 13.04%, 5-year 7.00%, 10-year 9.72%.

SSSIX returns trail the peer average of 12.21% 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.