SSRRX Mutual Fund

SSRRX Mutual Fund

NAV$7.64
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Returns Overview

1 Month
+3.14%
3 Months
+12.25%
6 Months
+15.71%
YTD
+18.85%
1 Year
+22.77%
3 Years (annualized)
+16.84%
5 Years (annualized)
+8.73%
10 Years (annualized)
+11.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSRRX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.85%
Peer Avg (YTD)
+15.20%
vs Peers
+3.66%

SSRRX Mutual Fund Performance

SSRRX performance across multiple time periods: 1-month 3.14%, YTD 18.85%, 1-year 22.77%, 3-year 16.84%, 5-year 8.73%, 10-year 11.90%.

SSRRX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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