SBRVX Mutual Fund

NAV$18.24

Returns Overview

1 Month
-0.22%
3 Months
+5.49%
6 Months
+11.76%
YTD
+20.24%
1 Year
+44.64%
3 Years (annualized)
+20.11%
5 Years (annualized)
+9.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBRVX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+20.24%
Peer Avg (YTD)
+18.52%
vs Peers
+1.71%

SBRVX Mutual Fund Performance

SBRVX performance across multiple time periods: 1-month -0.22%, YTD 20.24%, 1-year 44.64%, 3-year 20.11%, 5-year 9.73%.

SBRVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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