SBHEX Mutual Fund

NAV$14.18

Returns Overview

1 Month
+2.04%
3 Months
+22.09%
6 Months
+27.38%
YTD
+24.73%
1 Year
+47.45%
3 Years (annualized)
+28.63%
5 Years (annualized)
+12.76%
10 Years (annualized)
+12.15%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+24.73%
Peer Avg (YTD)
+23.08%
vs Peers
+1.65%

SBHEX Mutual Fund Performance

SBHEX performance across multiple time periods: 1-month 2.04%, YTD 24.73%, 1-year 47.45%, 3-year 28.63%, 5-year 12.76%, 10-year 12.15%.

SBHEX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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