SSBRX Mutual Fund

SSBRX Mutual Fund

NAV$13.40
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Returns Overview

1 Month
-1.77%
3 Months
-0.60%
6 Months
+5.30%
YTD
+5.38%
1 Year
+7.34%
3 Years (annualized)
+11.57%
5 Years (annualized)
+5.09%
10 Years (annualized)
+7.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSBRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.38%
Peer Avg (YTD)
+7.09%
vs Peers
-1.71%

SSBRX Mutual Fund Performance

SSBRX performance across multiple time periods: 1-month -1.77%, YTD 5.38%, 1-year 7.34%, 3-year 11.57%, 5-year 5.09%, 10-year 7.86%.

SSBRX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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