SBHIX Mutual Fund

NAV$27.16

Returns Overview

1 Month
+5.85%
3 Months
+4.26%
6 Months
+5.03%
YTD
+4.58%
1 Year
+20.52%
3 Years (annualized)
+7.35%
5 Years (annualized)
+5.08%
10 Years (annualized)
+5.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBHIX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
S&P 500 Health Care Index(^SP500-35:SP)
This Mutual Fund (YTD)
+4.58%
Peer Avg (YTD)
+7.57%
vs Peers
-2.99%

SBHIX Mutual Fund Performance

SBHIX performance across multiple time periods: 1-month 5.85%, YTD 4.58%, 1-year 20.52%, 3-year 7.35%, 5-year 5.08%, 10-year 5.85%.

SBHIX returns trail the peer average of 7.57% YTD. With an expense ratio of 2.60%, investors should weigh costs against performance when evaluating this mutual fund.

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