SBFIX Mutual Fund

SBFIX Mutual Fund

NAV$23.23
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Returns Overview

1 Month
-1.19%
3 Months
-1.46%
6 Months
+1.69%
YTD
+5.77%
1 Year
+7.76%
3 Years (annualized)
+15.09%
5 Years (annualized)
+5.26%
10 Years (annualized)
+7.33%

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)
+5.77%
Peer Avg (YTD)
+5.74%
vs Peers
+0.03%

SBFIX Mutual Fund Performance

SBFIX performance across multiple time periods: 1-month -1.19%, YTD 5.77%, 1-year 7.76%, 3-year 15.09%, 5-year 5.26%, 10-year 7.33%.

SBFIX returns outperform the peer average of 5.74% 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.