SBRAX Mutual Fund

SBRAX Mutual Fund

NAV$19.10
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Returns Overview

1 Month
-0.42%
3 Months
+1.90%
6 Months
+7.36%
YTD
+14.97%
1 Year
+15.03%
3 Years (annualized)
+23.74%
5 Years (annualized)
+9.66%
10 Years (annualized)
+12.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBRAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+14.97%
Peer Avg (YTD)
+5.23%
vs Peers
+9.73%

SBRAX Mutual Fund Performance

SBRAX performance across multiple time periods: 1-month -0.42%, YTD 14.97%, 1-year 15.03%, 3-year 23.74%, 5-year 9.66%, 10-year 12.28%.

SBRAX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

SBRAX vs another fund shows side-by-side returns. SBRAX alternatives are available in the Mutual Fund Screener.