SSBSX Mutual Fund

SSBSX Mutual Fund

NAV$13.55
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Returns Overview

1 Month
+1.25%
3 Months
+0.81%
6 Months
+3.86%
YTD
+7.35%
1 Year
+11.43%
3 Years (annualized)
+11.74%
5 Years (annualized)
+5.24%
10 Years (annualized)
+8.03%

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)
+7.35%
Peer Avg (YTD)
+8.76%
vs Peers
-1.41%

SSBSX Mutual Fund Performance

SSBSX performance across multiple time periods: 1-month 1.25%, YTD 7.35%, 1-year 11.43%, 3-year 11.74%, 5-year 5.24%, 10-year 8.03%.

SSBSX returns trail the peer average of 8.76% 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.