SBFIX Mutual Fund

NAV$23.36

Returns Overview

1 Month
-1.35%
3 Months
+2.19%
6 Months
+1.57%
YTD
+4.71%
1 Year
+16.70%
3 Years (annualized)
+13.23%
5 Years (annualized)
+5.89%
10 Years (annualized)
+7.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBFIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.71%
Peer Avg (YTD)
+5.93%
vs Peers
-1.23%

SBFIX Mutual Fund Performance

SBFIX performance across multiple time periods: 1-month -1.35%, YTD 4.71%, 1-year 16.70%, 3-year 13.23%, 5-year 5.89%, 10-year 7.68%.

SBFIX returns trail the peer average of 5.93% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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