SBSDX Mutual Fund

SBSDX Mutual Fund

NAV$59.43
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Returns Overview

1 Month
-0.90%
3 Months
+1.43%
6 Months
+5.59%
YTD
+11.27%
1 Year
+11.77%
3 Years (annualized)
+23.00%
5 Years (annualized)
+11.73%
10 Years (annualized)
+15.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBSDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.27%
Peer Avg (YTD)
+17.72%
vs Peers
-6.45%

SBSDX Mutual Fund Performance

SBSDX performance across multiple time periods: 1-month -0.90%, YTD 11.27%, 1-year 11.77%, 3-year 23.00%, 5-year 11.73%, 10-year 15.05%.

SBSDX returns trail the peer average of 17.72% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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