SSRSX Mutual Fund

NAV$12.69

Returns Overview

1 Month
+3.65%
3 Months
+13.15%
6 Months
+18.63%
YTD
+18.41%
1 Year
+21.99%
3 Years (annualized)
+12.77%
5 Years (annualized)
+2.76%
10 Years (annualized)
+5.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSRSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Ftse Nareit Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+18.41%
Peer Avg (YTD)
+11.24%
vs Peers
+7.16%

SSRSX Mutual Fund Performance

SSRSX performance across multiple time periods: 1-month 3.65%, YTD 18.41%, 1-year 21.99%, 3-year 12.77%, 5-year 2.76%, 10-year 5.69%.

SSRSX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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