SBMAX Mutual Fund

NAV$34.41

Returns Overview

1 Month
-1.06%
3 Months
+1.71%
6 Months
+3.55%
YTD
+5.42%
1 Year
+8.86%
3 Years (annualized)
+8.32%
5 Years (annualized)
+2.52%
10 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBMAX 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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
+5.42%
Peer Avg (YTD)
+10.82%
vs Peers
-5.39%

SBMAX Mutual Fund Performance

SBMAX performance across multiple time periods: 1-month -1.06%, YTD 5.42%, 1-year 8.86%, 3-year 8.32%, 5-year 2.52%, 10-year 8.31%.

SBMAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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