SSUSX Mutual Fund

SSUSX Mutual Fund

NAV$52.25
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Returns Overview

1 Month
+2.39%
3 Months
+2.14%
6 Months
+10.81%
YTD
+9.60%
1 Year
+15.92%
3 Years (annualized)
+19.48%
5 Years (annualized)
+11.46%
10 Years (annualized)
+16.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSUSX 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)
+9.60%
Peer Avg (YTD)
+11.21%
vs Peers
-1.61%

SSUSX Mutual Fund Performance

SSUSX performance across multiple time periods: 1-month 2.39%, YTD 9.60%, 1-year 15.92%, 3-year 19.48%, 5-year 11.46%, 10-year 16.46%.

SSUSX returns trail the peer average of 11.21% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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