SSGVX Mutual Fund

NAV$164.31

Returns Overview

1 Month
-1.00%
3 Months
+11.91%
6 Months
+13.35%
YTD
+12.35%
1 Year
+27.01%
3 Years (annualized)
+18.56%
5 Years (annualized)
+8.59%
10 Years (annualized)
+9.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSGVX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+12.35%
Peer Avg (YTD)
+9.57%
vs Peers
+2.77%

SSGVX Mutual Fund Performance

SSGVX performance across multiple time periods: 1-month -1.00%, YTD 12.35%, 1-year 27.01%, 3-year 18.56%, 5-year 8.59%, 10-year 9.86%.

SSGVX returns outperform the peer average of 9.57% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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