SSBWX Mutual Fund

NAV$14.84

Returns Overview

1 Month
-0.67%
3 Months
+1.99%
6 Months
+3.70%
YTD
+6.08%
1 Year
+15.26%
3 Years (annualized)
+13.04%
5 Years (annualized)
+6.16%
10 Years (annualized)
+9.19%

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.08%
Peer Avg (YTD)
+7.64%
vs Peers
-1.56%

SSBWX Mutual Fund Performance

SSBWX performance across multiple time periods: 1-month -0.67%, YTD 6.08%, 1-year 15.26%, 3-year 13.04%, 5-year 6.16%, 10-year 9.19%.

SSBWX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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