SSUAX Mutual Fund

SSUAX Mutual Fund

NAV$15.85
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-7.19%
3 Months
-1.99%
6 Months
+1.42%
YTD
+1.29%
1 Year
+7.32%
3 Years (annualized)
+3.92%
5 Years (annualized)
+8.76%
10 Years (annualized)
+5.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSUAX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+1.29%
Peer Avg (YTD)
+10.69%
vs Peers
-9.40%

SSUAX Mutual Fund Performance

SSUAX performance across multiple time periods: 1-month -7.19%, YTD 1.29%, 1-year 7.32%, 3-year 3.92%, 5-year 8.76%, 10-year 5.53%.

SSUAX returns trail the peer average of 10.69% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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