SBACX Mutual Fund

NAV$31.16

Returns Overview

1 Month
-1.57%
3 Months
+7.04%
6 Months
+1.75%
YTD
+1.81%
1 Year
+12.70%
3 Years (annualized)
+11.66%
5 Years (annualized)
+6.72%
10 Years (annualized)
+9.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBACX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.81%
Peer Avg (YTD)
+5.87%
vs Peers
-4.05%

SBACX Mutual Fund Performance

SBACX performance across multiple time periods: 1-month -1.57%, YTD 1.81%, 1-year 12.70%, 3-year 11.66%, 5-year 6.72%, 10-year 9.53%.

SBACX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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