SSUPX Mutual Fund

SSUPX Mutual Fund

NAV$15.96
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Returns Overview

1 Month
-7.15%
3 Months
-1.98%
6 Months
+1.41%
YTD
+1.34%
1 Year
+7.39%
3 Years (annualized)
+3.94%
5 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSUPX 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)
+1.34%
Peer Avg (YTD)
+10.69%
vs Peers
-9.35%

SSUPX Mutual Fund Performance

SSUPX performance across multiple time periods: 1-month -7.15%, YTD 1.34%, 1-year 7.39%, 3-year 3.94%, 5-year 8.79%.

SSUPX 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.

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