SSRSX Mutual Fund

SSRSX Mutual Fund

NAV$12.10
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Returns Overview

1 Month
+2.40%
3 Months
+6.15%
6 Months
+18.11%
YTD
+21.25%
1 Year
+25.77%
3 Years (annualized)
+12.68%
5 Years (annualized)
+5.27%
10 Years (annualized)
+6.06%

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
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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
Ftse Nareit Equity Reits Index(FNRE)
This Mutual Fund (YTD)
+21.25%
Peer Avg (YTD)
+12.53%
vs Peers
+8.72%

SSRSX Mutual Fund Performance

SSRSX performance across multiple time periods: 1-month 2.40%, YTD 21.25%, 1-year 25.77%, 3-year 12.68%, 5-year 5.27%, 10-year 6.06%.

SSRSX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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