SABTX Mutual Fund

NAV$30.30

Returns Overview

1 Month
+2.28%
3 Months
+13.88%
6 Months
+18.74%
YTD
+17.26%
1 Year
+33.24%
3 Years (annualized)
+18.80%
5 Years (annualized)
+11.45%
10 Years (annualized)
+11.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SABTX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.26%
Peer Avg (YTD)
+9.49%
vs Peers
+7.77%

SABTX Mutual Fund Performance

SABTX performance across multiple time periods: 1-month 2.28%, YTD 17.26%, 1-year 33.24%, 3-year 18.80%, 5-year 11.45%, 10-year 11.64%.

SABTX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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