SBHEX Mutual Fund

SBHEX Mutual Fund

NAV$14.51
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Returns Overview

1 Month
-7.68%
3 Months
+1.92%
6 Months
+7.88%
YTD
+15.15%
1 Year
+35.10%
3 Years (annualized)
+22.98%
5 Years (annualized)
+12.18%
10 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBHEX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+15.15%
Peer Avg (YTD)
+17.66%
vs Peers
-2.50%

SBHEX Mutual Fund Performance

SBHEX performance across multiple time periods: 1-month -7.68%, YTD 15.15%, 1-year 35.10%, 3-year 22.98%, 5-year 12.18%, 10-year 10.75%.

SBHEX returns trail the peer average of 17.66% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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