SBAYX Mutual Fund

SBAYX Mutual Fund

NAV$9.18
See how much of SBAYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.50%
3 Months
+0.87%
6 Months
+1.87%
YTD
+3.37%
1 Year
+4.17%
3 Years (annualized)
+5.53%
5 Years (annualized)
+4.15%
10 Years (annualized)
+3.24%

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
PROUpgrade to run

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)
+3.37%
Peer Avg (YTD)
+0.72%
vs Peers
+2.64%

SBAYX Mutual Fund Performance

SBAYX performance across multiple time periods: 1-month 0.50%, YTD 3.37%, 1-year 4.17%, 3-year 5.53%, 5-year 4.15%, 10-year 3.24%.

SBAYX returns outperform the peer average of 0.72% 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.