SBAYX Mutual Fund

SBAYX Mutual Fund

NAV$9.19
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Returns Overview

1 Month
+0.34%
3 Months
+0.86%
6 Months
+1.92%
YTD
+2.82%
1 Year
+4.46%
3 Years (annualized)
+5.56%
5 Years (annualized)
+4.01%
10 Years (annualized)
+3.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBAYX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
+2.82%
Peer Avg (YTD)
+2.15%
vs Peers
+0.67%

SBAYX Mutual Fund Performance

SBAYX performance across multiple time periods: 1-month 0.34%, YTD 2.82%, 1-year 4.46%, 3-year 5.56%, 5-year 4.01%, 10-year 3.27%.

SBAYX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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