SBCLX Mutual Fund

NAV$15.43

Returns Overview

3 Months
+3.77%
6 Months
+2.60%
YTD
+2.40%
1 Year
+9.42%
3 Years (annualized)
+8.63%
5 Years (annualized)
+3.31%
10 Years (annualized)
+4.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBCLX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+2.40%
Peer Avg (YTD)
+4.14%
vs Peers
-1.75%

SBCLX Mutual Fund Performance

SBCLX performance across multiple time periods: YTD 2.40%, 1-year 9.42%, 3-year 8.63%, 5-year 3.31%, 10-year 4.93%.

SBCLX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

SBCLX performance comparison shows side-by-side returns with another fund. SBCLX alternatives are available in the Mutual Fund Screener.