SBMLX Mutual Fund

NAV$20.88

Returns Overview

1 Month
-1.14%
3 Months
+1.51%
6 Months
+3.16%
YTD
+4.98%
1 Year
+8.08%
3 Years (annualized)
+7.23%
5 Years (annualized)
+1.60%
10 Years (annualized)
+7.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBMLX 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)
+4.98%
Peer Avg (YTD)
+10.82%
vs Peers
-5.84%

SBMLX Mutual Fund Performance

SBMLX performance across multiple time periods: 1-month -1.14%, YTD 4.98%, 1-year 8.08%, 3-year 7.23%, 5-year 1.60%, 10-year 7.49%.

SBMLX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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