SSVSX Mutual Fund

NAV$27.76

Returns Overview

1 Month
-4.99%
3 Months
-5.54%
6 Months
+8.13%
YTD
-5.54%
1 Year
+19.18%
3 Years (annualized)
+13.16%
5 Years (annualized)
+22.36%
10 Years (annualized)
+11.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSVSX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-5.54%
Peer Avg (YTD)
-2.60%
vs Peers
-2.94%

SSVSX Mutual Fund Performance

SSVSX performance across multiple time periods: 1-month -4.99%, YTD -5.54%, 1-year 19.18%, 3-year 13.16%, 5-year 22.36%, 10-year 11.38%.

SSVSX returns trail the peer average of -2.60% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

SSVSX performance comparison shows side-by-side returns with another fund. SSVSX alternatives are available in the Mutual Fund Screener.