SBICX Mutual Fund

NAV$12.04

Returns Overview

1 Month
+1.35%
3 Months
+6.08%
6 Months
+7.21%
YTD
+12.95%
1 Year
+26.09%
3 Years (annualized)
+17.39%
5 Years (annualized)
+9.78%
10 Years (annualized)
+7.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBICX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+12.95%
Peer Avg (YTD)
+8.71%
vs Peers
+4.23%

SBICX Mutual Fund Performance

SBICX performance across multiple time periods: 1-month 1.35%, YTD 12.95%, 1-year 26.09%, 3-year 17.39%, 5-year 9.78%, 10-year 7.59%.

SBICX returns outperform the peer average of 8.71% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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