SSBWX Mutual Fund

SSBWX Mutual Fund

NAV$15.15
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Returns Overview

1 Month
-0.40%
3 Months
+1.98%
6 Months
+4.70%
YTD
+6.65%
1 Year
+14.31%
3 Years (annualized)
+12.01%
5 Years (annualized)
+5.91%
10 Years (annualized)
+8.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSBWX 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)
+6.65%
Peer Avg (YTD)
+6.99%
vs Peers
-0.34%

SSBWX Mutual Fund Performance

SSBWX performance across multiple time periods: 1-month -0.40%, YTD 6.65%, 1-year 14.31%, 3-year 12.01%, 5-year 5.91%, 10-year 8.79%.

SSBWX 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.

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