SSRRX Mutual Fund

SSRRX Mutual Fund

NAV$7.95
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Returns Overview

1 Month
+2.96%
3 Months
+10.56%
6 Months
+12.85%
YTD
+15.23%
1 Year
+25.53%
3 Years (annualized)
+14.82%
5 Years (annualized)
+8.49%
10 Years (annualized)
+12.38%

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)
+15.23%
Peer Avg (YTD)
+15.31%
vs Peers
-0.08%

SSRRX Mutual Fund Performance

SSRRX performance across multiple time periods: 1-month 2.96%, YTD 15.23%, 1-year 25.53%, 3-year 14.82%, 5-year 8.49%, 10-year 12.38%.

SSRRX returns trail the peer average of 15.31% 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.