SSRRX Mutual Fund

SSRRX Mutual Fund

NAV$7.78
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Returns Overview

1 Month
-4.31%
3 Months
+1.62%
6 Months
+16.72%
YTD
+13.73%
1 Year
+17.30%
3 Years (annualized)
+16.84%
5 Years (annualized)
+8.73%
10 Years (annualized)
+11.90%

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)
+13.73%
Peer Avg (YTD)
+10.34%
vs Peers
+3.38%

SSRRX Mutual Fund Performance

SSRRX performance across multiple time periods: 1-month -4.31%, YTD 13.73%, 1-year 17.30%, 3-year 16.84%, 5-year 8.73%, 10-year 11.90%.

SSRRX returns outperform the peer average of 10.34% 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.