SBCLX Mutual Fund

SBCLX Mutual Fund

NAV$15.43
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Returns Overview

6 Months
+21.97%
YTD
+2.40%
1 Year
+9.27%
3 Years (annualized)
+8.18%
5 Years (annualized)
+3.16%
10 Years (annualized)
+4.72%

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
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📉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)
+2.40%
Peer Avg (YTD)
+3.39%
vs Peers
-0.99%

SBCLX Mutual Fund Performance

SBCLX performance across multiple time periods: YTD 2.40%, 1-year 9.27%, 3-year 8.18%, 5-year 3.16%, 10-year 4.72%.

SBCLX returns trail the peer average of 3.39% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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