SSMHX Mutual Fund

NAV$376.76

Returns Overview

1 Month
+4.46%
3 Months
+19.32%
6 Months
+17.91%
YTD
+16.55%
1 Year
+29.11%
3 Years (annualized)
+20.04%
5 Years (annualized)
+7.38%
10 Years (annualized)
+12.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSMHX 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 Small Cap Completeness(^RSCC)
This Mutual Fund (YTD)
+16.55%
Peer Avg (YTD)
+10.82%
vs Peers
+5.73%

SSMHX Mutual Fund Performance

SSMHX performance across multiple time periods: 1-month 4.46%, YTD 16.55%, 1-year 29.11%, 3-year 20.04%, 5-year 7.38%, 10-year 12.42%.

SSMHX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.02%, investors should weigh costs against performance when evaluating this mutual fund.

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