SBASX Mutual Fund

SBASX Mutual Fund

NAV$14.62
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Returns Overview

1 Month
-4.65%
3 Months
+5.88%
6 Months
+12.58%
YTD
+18.73%
1 Year
+24.72%
3 Years (annualized)
+12.94%
5 Years (annualized)
+7.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBASX 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
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📉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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.73%
Peer Avg (YTD)
+15.31%
vs Peers
+3.42%

SBASX Mutual Fund Performance

SBASX performance across multiple time periods: 1-month -4.65%, YTD 18.73%, 1-year 24.72%, 3-year 12.94%, 5-year 7.93%.

SBASX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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