SBU ETF

$19.87

Returns Overview

1 Month
+4.67%
3 Months
+25.62%
6 Months
+36.86%
YTD
+37.81%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SBU 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

This ETF (YTD)
+37.81%
Peer Avg (YTD)
+12.13%
vs Peers
+25.68%

SBU ETF Performance

SBU performance across multiple time periods: 1-month 4.67%, YTD 37.81%.

SBU returns outperform the peer average of 12.13% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this ETF.

SBU performance comparison shows side-by-side returns with another fund. SBU alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.67%N/A
3 Months+25.62%N/A
6 Months+36.86%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized