SSBYX Mutual Fund

SSBYX Mutual Fund

NAV$15.33
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Returns Overview

1 Month
-0.40%
3 Months
+2.03%
6 Months
+4.73%
YTD
+6.66%
1 Year
+14.52%
3 Years (annualized)
+12.19%
5 Years (annualized)
+6.15%
10 Years (annualized)
+8.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSBYX 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)
+6.66%
Peer Avg (YTD)
+6.99%
vs Peers
-0.33%

SSBYX Mutual Fund Performance

SSBYX performance across multiple time periods: 1-month -0.40%, YTD 6.66%, 1-year 14.52%, 3-year 12.19%, 5-year 6.15%, 10-year 8.90%.

SSBYX 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.

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