SBFIX Mutual Fund

SBFIX Mutual Fund

NAV$23.54
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Returns Overview

1 Month
-2.01%
3 Months
-0.45%
6 Months
+8.65%
YTD
+7.04%
1 Year
+10.49%
3 Years (annualized)
+13.95%
5 Years (annualized)
+5.91%
10 Years (annualized)
+7.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBFIX 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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.04%
Peer Avg (YTD)
+5.22%
vs Peers
+1.82%

SBFIX Mutual Fund Performance

SBFIX performance across multiple time periods: 1-month -2.01%, YTD 7.04%, 1-year 10.49%, 3-year 13.95%, 5-year 5.91%, 10-year 7.44%.

SBFIX returns outperform the peer average of 5.22% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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