SSMAX Mutual Fund

SSMAX Mutual Fund

NAV$10.86
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Returns Overview

1 Month
+3.39%
3 Months
-1.48%
6 Months
+2.22%
YTD
+12.62%
1 Year
+13.94%
3 Years (annualized)
+15.57%
5 Years (annualized)
+4.35%
10 Years (annualized)
+9.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSMAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+12.62%
Peer Avg (YTD)
+10.76%
vs Peers
+1.86%

SSMAX Mutual Fund Performance

SSMAX performance across multiple time periods: 1-month 3.39%, YTD 12.62%, 1-year 13.94%, 3-year 15.57%, 5-year 4.35%, 10-year 9.27%.

SSMAX returns outperform the peer average of 10.76% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

SSMAX vs another fund shows side-by-side returns. SSMAX alternatives are available in the Mutual Fund Screener.