SBEMX Mutual Fund

SBEMX Mutual Fund

NAV$14.52
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Returns Overview

1 Month
-7.65%
3 Months
+1.91%
6 Months
+7.93%
YTD
+17.61%
1 Year
+35.30%
3 Years (annualized)
+23.15%
5 Years (annualized)
+12.34%
10 Years (annualized)
+10.96%

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
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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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+17.61%
Peer Avg (YTD)
+17.66%
vs Peers
-0.05%

SBEMX Mutual Fund Performance

SBEMX performance across multiple time periods: 1-month -7.65%, YTD 17.61%, 1-year 35.30%, 3-year 23.15%, 5-year 12.34%, 10-year 10.96%.

SBEMX returns trail the peer average of 17.66% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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