SBCCX Mutual Fund

SBCCX Mutual Fund

NAV$11.10
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Returns Overview

1 Month
-3.27%
3 Months
+0.18%
6 Months
+1.39%
YTD
+2.24%
1 Year
+6.59%
3 Years (annualized)
+9.14%
5 Years (annualized)
+5.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBCCX 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
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+2.24%
Peer Avg (YTD)
+5.54%
vs Peers
-3.30%

SBCCX Mutual Fund Performance

SBCCX performance across multiple time periods: 1-month -3.27%, YTD 2.24%, 1-year 6.59%, 3-year 9.14%, 5-year 5.06%.

SBCCX returns trail the peer average of 5.54% YTD. With an expense ratio of 2.95%, investors should weigh costs against performance when evaluating this mutual fund.

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