SSBOX Mutual Fund

SSBOX Mutual Fund

NAV$10.66
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Returns Overview

1 Month
+0.92%
3 Months
-2.46%
6 Months
-0.93%
YTD
+2.53%
1 Year
+5.71%
3 Years (annualized)
+1.82%
5 Years (annualized)
+4.94%
10 Years (annualized)
+4.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSBOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
State Street Target Retirement 2020 Composite Index
This Mutual Fund (YTD)
+2.53%
Peer Avg (YTD)
+2.69%
vs Peers
-0.15%

SSBOX Mutual Fund Performance

SSBOX performance across multiple time periods: 1-month 0.92%, YTD 2.53%, 1-year 5.71%, 3-year 1.82%, 5-year 4.94%, 10-year 4.95%.

SSBOX returns trail the peer average of 2.69% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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