SSSVX Mutual Fund

NAV$579.85

Returns Overview

1 Month
-1.00%
3 Months
+15.03%
6 Months
+9.95%
YTD
+9.71%
1 Year
+21.77%
3 Years (annualized)
+20.03%
5 Years (annualized)
+12.85%
10 Years (annualized)
+14.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSSVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.71%
Peer Avg (YTD)
+8.61%
vs Peers
+1.11%

SSSVX Mutual Fund Performance

SSSVX performance across multiple time periods: 1-month -1.00%, YTD 9.71%, 1-year 21.77%, 3-year 20.03%, 5-year 12.85%, 10-year 14.90%.

SSSVX returns outperform the peer average of 8.61% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

SSSVX performance comparison shows side-by-side returns with another fund. SSSVX alternatives are available in the Mutual Fund Screener.