SBFCX Mutual Fund

SBFCX Mutual Fund

NAV$18.71
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Returns Overview

1 Month
-0.85%
3 Months
+0.75%
6 Months
+3.01%
YTD
+3.47%
1 Year
+5.40%
3 Years (annualized)
+6.92%
5 Years (annualized)
+3.14%
10 Years (annualized)
+7.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBFCX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+3.47%
Peer Avg (YTD)
+13.29%
vs Peers
-9.82%

SBFCX Mutual Fund Performance

SBFCX performance across multiple time periods: 1-month -0.85%, YTD 3.47%, 1-year 5.40%, 3-year 6.92%, 5-year 3.14%, 10-year 7.20%.

SBFCX returns trail the peer average of 13.29% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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