SSFRX Mutual Fund

SSFRX Mutual Fund

NAV$575.66
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Returns Overview

1 Month
-0.11%
3 Months
+4.03%
6 Months
+8.22%
YTD
+9.50%
1 Year
+18.80%
3 Years (annualized)
+18.55%
5 Years (annualized)
+12.12%
10 Years (annualized)
+14.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSFRX 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)
+9.50%
Peer Avg (YTD)
+10.67%
vs Peers
-1.16%

SSFRX Mutual Fund Performance

SSFRX performance across multiple time periods: 1-month -0.11%, YTD 9.50%, 1-year 18.80%, 3-year 18.55%, 5-year 12.12%, 10-year 14.27%.

SSFRX returns trail the peer average of 10.67% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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