SBACX Mutual Fund

SBACX Mutual Fund

NAV$31.16
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Returns Overview

1 Month
-0.86%
3 Months
-0.18%
6 Months
+2.01%
YTD
+3.29%
1 Year
+7.67%
3 Years (annualized)
+14.34%
5 Years (annualized)
+6.33%
10 Years (annualized)
+9.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBACX 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)
+3.29%
Peer Avg (YTD)
+5.30%
vs Peers
-2.01%

SBACX Mutual Fund Performance

SBACX performance across multiple time periods: 1-month -0.86%, YTD 3.29%, 1-year 7.67%, 3-year 14.34%, 5-year 6.33%, 10-year 9.60%.

SBACX returns trail the peer average of 5.30% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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