SBOTX Mutual Fund

NAV$9.98

Returns Overview

1 Month
-0.89%
3 Months
+0.40%
6 Months
+1.63%
YTD
+3.10%
1 Year
+9.27%
3 Years (annualized)
+8.57%
5 Years (annualized)
+1.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBOTX 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
Bloomberg Global Aggregate Bond (USD Hedged) Index
This Mutual Fund (YTD)
+3.10%
Peer Avg (YTD)
+5.87%
vs Peers
-2.77%

SBOTX Mutual Fund Performance

SBOTX performance across multiple time periods: 1-month -0.89%, YTD 3.10%, 1-year 9.27%, 3-year 8.57%, 5-year 1.92%.

SBOTX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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