SBHCX Mutual Fund

SBHCX Mutual Fund

NAV$14.47
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Returns Overview

1 Month
-4.62%
3 Months
+5.84%
6 Months
+12.50%
YTD
+18.69%
1 Year
+24.65%
3 Years (annualized)
+12.84%
5 Years (annualized)
+7.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBHCX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.69%
Peer Avg (YTD)
+15.31%
vs Peers
+3.38%

SBHCX Mutual Fund Performance

SBHCX performance across multiple time periods: 1-month -4.62%, YTD 18.69%, 1-year 24.65%, 3-year 12.84%, 5-year 7.79%.

SBHCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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