SSGSX Mutual Fund

NAV$54.00

Returns Overview

1 Month
+6.37%
3 Months
+16.50%
6 Months
+20.70%
YTD
+19.55%
1 Year
+35.89%
3 Years (annualized)
+13.03%
5 Years (annualized)
+8.03%
10 Years (annualized)
+11.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSGSX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.55%
Peer Avg (YTD)
+18.52%
vs Peers
+1.02%

SSGSX Mutual Fund Performance

SSGSX performance across multiple time periods: 1-month 6.37%, YTD 19.55%, 1-year 35.89%, 3-year 13.03%, 5-year 8.03%, 10-year 11.17%.

SSGSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.23%, investors should weigh costs against performance when evaluating this mutual fund.

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