SSHFX Mutual Fund

NAV$42.85

Returns Overview

1 Month
+0.37%
3 Months
+5.08%
6 Months
+6.54%
YTD
+6.51%
1 Year
+24.74%
3 Years (annualized)
+17.91%
5 Years (annualized)
+10.51%
10 Years (annualized)
+11.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSHFX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+6.51%
Peer Avg (YTD)
+9.49%
vs Peers
-2.98%

SSHFX Mutual Fund Performance

SSHFX performance across multiple time periods: 1-month 0.37%, YTD 6.51%, 1-year 24.74%, 3-year 17.91%, 5-year 10.51%, 10-year 11.35%.

SSHFX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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