SBBAX Mutual Fund

SBBAX Mutual Fund

NAV$15.07
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Returns Overview

1 Month
-0.79%
3 Months
+2.45%
6 Months
+4.38%
YTD
+5.70%
1 Year
+12.66%
3 Years (annualized)
+11.15%
5 Years (annualized)
+5.82%
10 Years (annualized)
+7.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBBAX 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 1000 Index(^RUI)
This Mutual Fund (YTD)
+5.70%
Peer Avg (YTD)
+5.54%
vs Peers
+0.16%

SBBAX Mutual Fund Performance

SBBAX performance across multiple time periods: 1-month -0.79%, YTD 5.70%, 1-year 12.66%, 3-year 11.15%, 5-year 5.82%, 10-year 7.10%.

SBBAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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