SSUSX Mutual Fund

SSUSX Mutual Fund

NAV$50.13
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Returns Overview

1 Month
-1.64%
3 Months
+0.94%
6 Months
+4.68%
YTD
+8.05%
1 Year
+8.08%
3 Years (annualized)
+21.42%
5 Years (annualized)
+10.74%
10 Years (annualized)
+14.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSUSX 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
PROUpgrade to run
📉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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.05%
Peer Avg (YTD)
+10.80%
vs Peers
-2.75%

SSUSX Mutual Fund Performance

SSUSX performance across multiple time periods: 1-month -1.64%, YTD 8.05%, 1-year 8.08%, 3-year 21.42%, 5-year 10.74%, 10-year 14.90%.

SSUSX returns trail the peer average of 10.80% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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