SSRSX Mutual Fund

SSRSX Mutual Fund

NAV$12.48
See how much of SSRSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.33%
3 Months
-5.24%
6 Months
+0.58%
YTD
+14.90%
1 Year
+14.87%
3 Years (annualized)
+16.46%
5 Years (annualized)
+3.51%
10 Years (annualized)
+6.73%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+14.90%
Peer Avg (YTD)
+7.37%
vs Peers
+7.52%

SSRSX Mutual Fund Performance

SSRSX performance across multiple time periods: 1-month 3.33%, YTD 14.90%, 1-year 14.87%, 3-year 16.46%, 5-year 3.51%, 10-year 6.73%.

SSRSX returns outperform the peer average of 7.37% 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.