SBALX Mutual Fund

NAV$18.85

Returns Overview

1 Month
-2.08%
3 Months
-0.58%
6 Months
-2.97%
YTD
-0.48%
1 Year
+4.45%
3 Years (annualized)
+3.53%
5 Years (annualized)
+9.97%
10 Years (annualized)
+5.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBALX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
-0.48%
Peer Avg (YTD)
-1.92%
vs Peers
+1.45%

SBALX Mutual Fund Performance

SBALX performance across multiple time periods: 1-month -2.08%, YTD -0.48%, 1-year 4.45%, 3-year 3.53%, 5-year 9.97%, 10-year 5.69%.

SBALX returns outperform the peer average of -1.92% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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