SBMCX Mutual Fund

NAV$12.02

Returns Overview

1 Month
-3.84%
3 Months
-0.25%
6 Months
-0.58%
YTD
+0.75%
1 Year
+11.55%
3 Years (annualized)
+10.68%
5 Years (annualized)
+6.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBMCX 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
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+0.75%
Peer Avg (YTD)
+5.87%
vs Peers
-5.11%

SBMCX Mutual Fund Performance

SBMCX performance across multiple time periods: 1-month -3.84%, YTD 0.75%, 1-year 11.55%, 3-year 10.68%, 5-year 6.80%.

SBMCX returns trail the peer average of 5.87% YTD. With an expense ratio of 3.08%, investors should weigh costs against performance when evaluating this mutual fund.

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