SBAYX Mutual Fund

NAV$9.22

Returns Overview

1 Month
+0.24%
3 Months
+1.28%
6 Months
+2.19%
YTD
+2.19%
1 Year
+4.78%
3 Years (annualized)
+5.80%
5 Years (annualized)
+3.89%
10 Years (annualized)
+3.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBAYX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+2.19%
Peer Avg (YTD)
+3.23%
vs Peers
-1.04%

SBAYX Mutual Fund Performance

SBAYX performance across multiple time periods: 1-month 0.24%, YTD 2.19%, 1-year 4.78%, 3-year 5.80%, 5-year 3.89%, 10-year 3.27%.

SBAYX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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