SBHEX Mutual Fund

SBHEX Mutual Fund

NAV$15.08
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Returns Overview

1 Month
+4.99%
3 Months
-1.09%
6 Months
+6.45%
YTD
+23.47%
1 Year
+39.06%
3 Years (annualized)
+27.07%
5 Years (annualized)
+13.16%
10 Years (annualized)
+10.97%

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)
+23.47%
Peer Avg (YTD)
+20.14%
vs Peers
+3.33%

SBHEX Mutual Fund Performance

SBHEX performance across multiple time periods: 1-month 4.99%, YTD 23.47%, 1-year 39.06%, 3-year 27.07%, 5-year 13.16%, 10-year 10.97%.

SBHEX returns outperform the peer average of 20.14% 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.