SBACX Mutual Fund

SBACX Mutual Fund

NAV$31.74
See how much of SBACX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.63%
3 Months
+2.19%
6 Months
+2.56%
YTD
+3.47%
1 Year
+8.94%
3 Years (annualized)
+10.32%
5 Years (annualized)
+5.53%
10 Years (annualized)
+9.47%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.47%
Peer Avg (YTD)
+5.54%
vs Peers
-2.06%

SBACX Mutual Fund Performance

SBACX performance across multiple time periods: 1-month 1.63%, YTD 3.47%, 1-year 8.94%, 3-year 10.32%, 5-year 5.53%, 10-year 9.47%.

SBACX returns trail the peer average of 5.54% 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.