SBFMX Mutual Fund

NAV$19.60

Returns Overview

1 Month
+0.59%
3 Months
+6.36%
6 Months
+4.86%
YTD
+4.47%
1 Year
+8.70%
3 Years (annualized)
+7.98%
5 Years (annualized)
+3.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBFMX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+4.47%
Peer Avg (YTD)
+18.00%
vs Peers
-13.53%

SBFMX Mutual Fund Performance

SBFMX performance across multiple time periods: 1-month 0.59%, YTD 4.47%, 1-year 8.70%, 3-year 7.98%, 5-year 3.55%.

SBFMX returns trail the peer average of 18.00% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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