SSTVX Mutual Fund

SSTVX Mutual Fund

NAV$8.44
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Returns Overview

3 Months
-0.58%
6 Months
-1.50%
YTD
-1.16%
1 Year
-1.27%
3 Years (annualized)
+0.79%
5 Years (annualized)
-1.11%
10 Years (annualized)
-0.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSTVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 1-3 Year Government/Credit Bond Index(^BBFUS1T3YGCBI)
This Mutual Fund (YTD)
-1.16%
Peer Avg (YTD)
+2.15%
vs Peers
-3.31%

SSTVX Mutual Fund Performance

SSTVX performance across multiple time periods: YTD -1.16%, 1-year -1.27%, 3-year 0.79%, 5-year -1.11%, 10-year -0.29%.

SSTVX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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