SSEFX Mutual Fund

NAV$14.36

Returns Overview

1 Month
+5.26%
3 Months
+11.78%
6 Months
+17.54%
YTD
+15.40%
1 Year
+22.03%
3 Years (annualized)
+13.09%
5 Years (annualized)
+10.75%
10 Years (annualized)
+10.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSEFX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+15.40%
Peer Avg (YTD)
+10.82%
vs Peers
+4.59%

SSEFX Mutual Fund Performance

SSEFX performance across multiple time periods: 1-month 5.26%, YTD 15.40%, 1-year 22.03%, 3-year 13.09%, 5-year 10.75%, 10-year 10.11%.

SSEFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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