SSSFX Mutual Fund

NAV$28.38

Returns Overview

1 Month
+5.10%
3 Months
+10.54%
6 Months
+15.79%
YTD
+13.72%
1 Year
+25.34%
3 Years (annualized)
+12.50%
5 Years (annualized)
+10.26%
10 Years (annualized)
+11.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSSFX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+13.72%
Peer Avg (YTD)
+18.52%
vs Peers
-4.80%

SSSFX Mutual Fund Performance

SSSFX performance across multiple time periods: 1-month 5.10%, YTD 13.72%, 1-year 25.34%, 3-year 12.50%, 5-year 10.26%, 10-year 11.20%.

SSSFX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

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