SSRRX Mutual Fund

NAV$7.92

Returns Overview

1 Month
+5.70%
3 Months
+14.86%
6 Months
+12.25%
YTD
+11.92%
1 Year
+29.49%
3 Years (annualized)
+16.99%
5 Years (annualized)
+8.92%
10 Years (annualized)
+12.53%

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

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+11.92%
Peer Avg (YTD)
+18.52%
vs Peers
-6.61%

SSRRX Mutual Fund Performance

SSRRX performance across multiple time periods: 1-month 5.70%, YTD 11.92%, 1-year 29.49%, 3-year 16.99%, 5-year 8.92%, 10-year 12.53%.

SSRRX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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