SSBNX Mutual Fund

SSBNX Mutual Fund

NAV$10.58
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Returns Overview

1 Month
+0.93%
3 Months
-2.54%
6 Months
-1.00%
YTD
+2.55%
1 Year
+5.60%
3 Years (annualized)
+1.68%
5 Years (annualized)
+4.69%
10 Years (annualized)
+4.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSBNX 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
State Street Target Retirement 2020 Composite Index
This Mutual Fund (YTD)
+2.55%
Peer Avg (YTD)
+2.69%
vs Peers
-0.13%

SSBNX Mutual Fund Performance

SSBNX performance across multiple time periods: 1-month 0.93%, YTD 2.55%, 1-year 5.60%, 3-year 1.68%, 5-year 4.69%, 10-year 4.60%.

SSBNX returns trail the peer average of 2.69% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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