SBHPX Mutual Fund

SBHPX Mutual Fund

NAV$10.10
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Returns Overview

1 Month
-0.38%
3 Months
+0.38%
6 Months
+1.51%
YTD
+0.38%
1 Year
+4.44%
3 Years (annualized)
+4.94%
5 Years (annualized)
+2.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBHPX 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
Bloomberg Barclays US 1-3 Year Government/Credit Bond Index(I30672US)
This Mutual Fund (YTD)
+0.38%
Peer Avg (YTD)
-0.51%
vs Peers
+0.89%

SBHPX Mutual Fund Performance

SBHPX performance across multiple time periods: 1-month -0.38%, YTD 0.38%, 1-year 4.44%, 3-year 4.94%, 5-year 2.74%.

SBHPX returns outperform the peer average of -0.51% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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