SSSIX Mutual Fund

NAV$29.83

Returns Overview

1 Month
+2.72%
3 Months
+4.67%
6 Months
+8.47%
YTD
+15.35%
1 Year
+25.66%
3 Years (annualized)
+12.63%
5 Years (annualized)
+10.45%
10 Years (annualized)
+11.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSSIX 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)
+15.35%
Peer Avg (YTD)
+18.52%
vs Peers
-3.17%

SSSIX Mutual Fund Performance

SSSIX performance across multiple time periods: 1-month 2.72%, YTD 15.35%, 1-year 25.66%, 3-year 12.63%, 5-year 10.45%, 10-year 11.55%.

SSSIX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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