SBASX Mutual Fund

SBASX Mutual Fund

NAV$14.71
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Returns Overview

1 Month
+2.97%
3 Months
-1.42%
6 Months
+4.37%
YTD
+15.74%
1 Year
+18.85%
3 Years (annualized)
+16.86%
5 Years (annualized)
+6.65%

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
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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+15.74%
Peer Avg (YTD)
+12.21%
vs Peers
+3.53%

SBASX Mutual Fund Performance

SBASX performance across multiple time periods: 1-month 2.97%, YTD 15.74%, 1-year 18.85%, 3-year 16.86%, 5-year 6.65%.

SBASX returns outperform the peer average of 12.21% 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.