SBASX Mutual Fund

NAV$14.89

Returns Overview

1 Month
-2.87%
3 Months
+6.81%
6 Months
+12.72%
YTD
+18.36%
1 Year
+33.03%
3 Years (annualized)
+16.76%
5 Years (annualized)
+9.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBASX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.36%
Peer Avg (YTD)
+18.52%
vs Peers
-0.16%

SBASX Mutual Fund Performance

SBASX performance across multiple time periods: 1-month -2.87%, YTD 18.36%, 1-year 33.03%, 3-year 16.76%, 5-year 9.40%.

SBASX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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