SSBRX Mutual Fund

SSBRX Mutual Fund

NAV$13.61
See how much of SSBRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

3 Months
+1.44%
6 Months
+4.20%
YTD
+6.01%
1 Year
+12.25%
3 Years (annualized)
+10.45%
5 Years (annualized)
+4.97%
10 Years (annualized)
+7.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSBRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.01%
Peer Avg (YTD)
+6.99%
vs Peers
-0.98%

SSBRX Mutual Fund Performance

SSBRX performance across multiple time periods: YTD 6.01%, 1-year 12.25%, 3-year 10.45%, 5-year 4.97%, 10-year 7.74%.

SSBRX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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