SBTTX Mutual Fund

NAV$11.39

Returns Overview

1 Month
-1.39%
3 Months
+0.62%
6 Months
+1.52%
YTD
+3.26%
1 Year
+11.20%
3 Years (annualized)
+8.39%
5 Years (annualized)
+2.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBTTX 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 1-10 Year Blended Municipal Bond Index
This Mutual Fund (YTD)
+3.26%
Peer Avg (YTD)
+5.87%
vs Peers
-2.60%

SBTTX Mutual Fund Performance

SBTTX performance across multiple time periods: 1-month -1.39%, YTD 3.26%, 1-year 11.20%, 3-year 8.39%, 5-year 2.86%.

SBTTX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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