SSVCX Mutual Fund

SSVCX Mutual Fund

NAV$14.25
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Returns Overview

1 Month
-7.15%
3 Months
-2.08%
6 Months
+1.14%
YTD
+0.93%
1 Year
+6.65%
3 Years (annualized)
+3.18%
5 Years (annualized)
+7.97%
10 Years (annualized)
+4.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSVCX 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)
+0.93%
Peer Avg (YTD)
+10.69%
vs Peers
-9.76%

SSVCX Mutual Fund Performance

SSVCX performance across multiple time periods: 1-month -7.15%, YTD 0.93%, 1-year 6.65%, 3-year 3.18%, 5-year 7.97%, 10-year 4.76%.

SSVCX returns trail the peer average of 10.69% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

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