SSBSX Mutual Fund

NAV$13.73

Returns Overview

1 Month
-0.44%
3 Months
+5.94%
6 Months
+6.27%
YTD
+6.02%
1 Year
+12.90%
3 Years (annualized)
+11.40%
5 Years (annualized)
+5.45%
10 Years (annualized)
+8.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSBSX 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)
+6.02%
Peer Avg (YTD)
+7.64%
vs Peers
-1.62%

SSBSX Mutual Fund Performance

SSBSX performance across multiple time periods: 1-month -0.44%, YTD 6.02%, 1-year 12.90%, 3-year 11.40%, 5-year 5.45%, 10-year 8.23%.

SSBSX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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