SSUSX Mutual Fund

SSUSX Mutual Fund

NAV$51.03
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Returns Overview

1 Month
+0.91%
3 Months
+3.70%
6 Months
+5.97%
YTD
+7.04%
1 Year
+14.89%
3 Years (annualized)
+18.10%
5 Years (annualized)
+11.39%
10 Years (annualized)
+14.68%

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)
+7.04%
Peer Avg (YTD)
+9.41%
vs Peers
-2.37%

SSUSX Mutual Fund Performance

SSUSX performance across multiple time periods: 1-month 0.91%, YTD 7.04%, 1-year 14.89%, 3-year 18.10%, 5-year 11.39%, 10-year 14.68%.

SSUSX returns trail the peer average of 9.41% 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.