SBFAX Mutual Fund

NAV$28.23

Returns Overview

1 Month
+6.11%
3 Months
+7.48%
6 Months
+0.49%
YTD
+0.76%
1 Year
+0.99%
3 Years (annualized)
+14.93%
5 Years (annualized)
+4.21%
10 Years (annualized)
+9.21%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.76%
Peer Avg (YTD)
+8.61%
vs Peers
-7.85%

SBFAX Mutual Fund Performance

SBFAX performance across multiple time periods: 1-month 6.11%, YTD 0.76%, 1-year 0.99%, 3-year 14.93%, 5-year 4.21%, 10-year 9.21%.

SBFAX returns trail the peer average of 8.61% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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