SSUIX Mutual Fund

SSUIX Mutual Fund

NAV$13.81
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Returns Overview

1 Month
-7.18%
3 Months
-1.93%
6 Months
+1.56%
YTD
+1.48%
1 Year
+7.60%
3 Years (annualized)
+4.19%
5 Years (annualized)
+9.04%
10 Years (annualized)
+5.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSUIX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+1.48%
Peer Avg (YTD)
+10.69%
vs Peers
-9.21%

SSUIX Mutual Fund Performance

SSUIX performance across multiple time periods: 1-month -7.18%, YTD 1.48%, 1-year 7.60%, 3-year 4.19%, 5-year 9.04%, 10-year 5.79%.

SSUIX returns trail the peer average of 10.69% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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