SBIYX Mutual Fund

NAV$15.38

Returns Overview

1 Month
+1.45%
3 Months
+6.36%
6 Months
+7.78%
YTD
+13.59%
1 Year
+27.34%
3 Years (annualized)
+18.59%
5 Years (annualized)
+10.90%
10 Years (annualized)
+8.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBIYX 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)
+13.59%
Peer Avg (YTD)
+8.71%
vs Peers
+4.87%

SBIYX Mutual Fund Performance

SBIYX performance across multiple time periods: 1-month 1.45%, YTD 13.59%, 1-year 27.34%, 3-year 18.59%, 5-year 10.90%, 10-year 8.62%.

SBIYX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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