SBMBX Mutual Fund

NAV$11.88

Returns Overview

1 Year
+7.76%
3 Years (annualized)
+4.17%
5 Years (annualized)
+4.52%
10 Years (annualized)
+2.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBMBX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Lipper Natural Resources Fund

SBMBX Mutual Fund Performance

SBMBX performance across multiple time periods: 1-year 7.76%, 3-year 4.17%, 5-year 4.52%, 10-year 2.27%.

SBMBX returns can be compared against peers and benchmarks. With an expense ratio of 3.81%, investors should weigh costs against performance when evaluating this mutual fund.

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