SSBSX Mutual Fund

SSBSX Mutual Fund

NAV$13.78
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Returns Overview

3 Months
+1.42%
6 Months
+4.31%
YTD
+6.02%
1 Year
+12.46%
3 Years (annualized)
+10.64%
5 Years (annualized)
+5.24%
10 Years (annualized)
+7.91%

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
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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)
+6.02%
Peer Avg (YTD)
+6.99%
vs Peers
-0.97%

SSBSX Mutual Fund Performance

SSBSX performance across multiple time periods: YTD 6.02%, 1-year 12.46%, 3-year 10.64%, 5-year 5.24%, 10-year 7.91%.

SSBSX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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