SBLGX Mutual Fund

NAV$59.09

Returns Overview

1 Month
-2.31%
3 Months
-1.27%
6 Months
-0.71%
YTD
-1.17%
1 Year
+6.33%
3 Years (annualized)
+12.42%
5 Years (annualized)
+6.15%
10 Years (annualized)
+13.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBLGX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-1.17%
Peer Avg (YTD)
+8.97%
vs Peers
-10.14%

SBLGX Mutual Fund Performance

SBLGX performance across multiple time periods: 1-month -2.31%, YTD -1.17%, 1-year 6.33%, 3-year 12.42%, 5-year 6.15%, 10-year 13.25%.

SBLGX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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