SSBYX Mutual Fund

SSBYX Mutual Fund

NAV$15.08
See how much of SSBYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.66%
3 Months
+0.92%
6 Months
+4.58%
YTD
+8.43%
1 Year
+13.67%
3 Years (annualized)
+13.66%
5 Years (annualized)
+6.16%
10 Years (annualized)
+9.05%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.43%
Peer Avg (YTD)
+8.76%
vs Peers
-0.32%

SSBYX Mutual Fund Performance

SSBYX performance across multiple time periods: 1-month 1.66%, YTD 8.43%, 1-year 13.67%, 3-year 13.66%, 5-year 6.16%, 10-year 9.05%.

SSBYX 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.

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