SBHCX Mutual Fund

NAV$15.20

Returns Overview

1 Month
+9.78%
3 Months
+21.29%
6 Months
+24.43%
YTD
+23.04%
1 Year
+32.83%
3 Years (annualized)
+16.49%
5 Years (annualized)
+12.96%

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
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 2000 Index(^RUT)
This Mutual Fund (YTD)
+23.04%
Peer Avg (YTD)
+18.52%
vs Peers
+4.52%

SBHCX Mutual Fund Performance

SBHCX performance across multiple time periods: 1-month 9.78%, YTD 23.04%, 1-year 32.83%, 3-year 16.49%, 5-year 12.96%.

SBHCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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