SSBIX Mutual Fund

SSBIX Mutual Fund

NAV$15.15
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Returns Overview

1 Month
-1.45%
3 Months
-0.53%
6 Months
+9.12%
YTD
+6.33%
1 Year
+8.46%

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
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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)
+6.33%
Peer Avg (YTD)
+6.10%
vs Peers
+0.23%

SSBIX Mutual Fund Performance

SSBIX performance across multiple time periods: 1-month -1.45%, YTD 6.33%, 1-year 8.46%.

SSBIX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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