SSBIX Mutual Fund

NAV$15.20

Returns Overview

1 Month
-0.13%
3 Months
+9.71%
6 Months
+7.05%
YTD
+6.90%
1 Year
+15.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSBIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.90%
Peer Avg (YTD)
+6.73%
vs Peers
+0.17%

SSBIX Mutual Fund Performance

SSBIX performance across multiple time periods: 1-month -0.13%, YTD 6.90%, 1-year 15.28%.

SSBIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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