SUNBX Mutual Fund

NAV$19.94

Returns Overview

1 Month
-0.75%
3 Months
+1.59%
6 Months
+0.30%
YTD
+0.30%
1 Year
+3.78%
3 Years (annualized)
+5.77%
5 Years (annualized)
+2.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUNBX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar LSTA US Leveraged Loan 100 Index
This Mutual Fund (YTD)
+0.30%
Peer Avg (YTD)
+3.78%
vs Peers
-3.47%

SUNBX Mutual Fund Performance

SUNBX performance across multiple time periods: 1-month -0.75%, YTD 0.30%, 1-year 3.78%, 3-year 5.77%, 5-year 2.86%.

SUNBX returns trail the peer average of 3.78% YTD. With an expense ratio of 3.46%, investors should weigh costs against performance when evaluating this mutual fund.

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