SBFAX Mutual Fund

SBFAX Mutual Fund

NAV$28.14
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Returns Overview

1 Month
+5.23%
3 Months
+8.54%
6 Months
+6.55%
YTD
+6.03%
1 Year
+8.66%
3 Years (annualized)
+13.76%
5 Years (annualized)
+5.55%
10 Years (annualized)
+9.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBFAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.03%
Peer Avg (YTD)
+10.67%
vs Peers
-4.64%

SBFAX Mutual Fund Performance

SBFAX performance across multiple time periods: 1-month 5.23%, YTD 6.03%, 1-year 8.66%, 3-year 13.76%, 5-year 5.55%, 10-year 9.41%.

SBFAX returns trail the peer average of 10.67% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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