SSBWX Mutual Fund

SSBWX Mutual Fund

NAV$14.85
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Returns Overview

1 Month
+1.61%
3 Months
+0.93%
6 Months
+4.55%
YTD
+8.36%
1 Year
+13.46%
3 Years (annualized)
+13.48%
5 Years (annualized)
+6.00%
10 Years (annualized)
+8.95%

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)
+8.36%
Peer Avg (YTD)
+8.76%
vs Peers
-0.39%

SSBWX Mutual Fund Performance

SSBWX performance across multiple time periods: 1-month 1.61%, YTD 8.36%, 1-year 13.46%, 3-year 13.48%, 5-year 6.00%, 10-year 8.95%.

SSBWX returns trail the peer average of 8.76% 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.