SSVXX Mutual Fund

NAV$1.00

Returns Overview

3 Months
+0.05%
6 Months
+0.38%
YTD
+0.35%
1 Year
+1.94%
3 Years (annualized)
+2.30%
5 Years (annualized)
+1.38%
10 Years (annualized)
+1.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSVXX 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
3-Month US T-Bills Index(SPUTB3M)
This Mutual Fund (YTD)
+0.35%
Peer Avg (YTD)
+1.11%
vs Peers
-0.76%

SSVXX Mutual Fund Performance

SSVXX performance across multiple time periods: YTD 0.35%, 1-year 1.94%, 3-year 2.30%, 5-year 1.38%, 10-year 1.02%.

SSVXX returns trail the peer average of 1.11% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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