SBEMX Mutual Fund

NAV$14.24

Returns Overview

1 Month
+2.04%
3 Months
+22.08%
6 Months
+27.35%
YTD
+24.71%
1 Year
+47.62%
3 Years (annualized)
+28.79%
5 Years (annualized)
+12.94%
10 Years (annualized)
+12.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBEMX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+24.71%
Peer Avg (YTD)
+23.08%
vs Peers
+1.63%

SBEMX Mutual Fund Performance

SBEMX performance across multiple time periods: 1-month 2.04%, YTD 24.71%, 1-year 47.62%, 3-year 28.79%, 5-year 12.94%, 10-year 12.36%.

SBEMX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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