SSBWX Mutual Fund

SSBWX Mutual Fund

NAV$14.94
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Returns Overview

1 Month
-2.04%
3 Months
-0.87%
6 Months
+7.22%
YTD
+6.15%
1 Year
+8.56%
3 Years (annualized)
+13.48%
5 Years (annualized)
+6.00%
10 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSBWX 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)
+6.15%
Peer Avg (YTD)
+7.09%
vs Peers
-0.94%

SSBWX Mutual Fund Performance

SSBWX performance across multiple time periods: 1-month -2.04%, YTD 6.15%, 1-year 8.56%, 3-year 13.48%, 5-year 6.00%, 10-year 8.95%.

SSBWX 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.

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