SSSVX Mutual Fund

SSSVX Mutual Fund

NAV$573.68
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Returns Overview

1 Month
+2.68%
3 Months
+1.55%
6 Months
+12.07%
YTD
+12.54%
1 Year
+19.83%
3 Years (annualized)
+20.47%
5 Years (annualized)
+12.25%
10 Years (annualized)
+14.77%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.54%
Peer Avg (YTD)
+11.10%
vs Peers
+1.43%

SSSVX Mutual Fund Performance

SSSVX performance across multiple time periods: 1-month 2.68%, YTD 12.54%, 1-year 19.83%, 3-year 20.47%, 5-year 12.25%, 10-year 14.77%.

SSSVX returns outperform the peer average of 11.10% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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