SBHSX Mutual Fund

SBHSX Mutual Fund

NAV$16.61
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Returns Overview

1 Month
-1.52%
3 Months
+11.13%
6 Months
+14.51%
YTD
+13.60%
1 Year
+20.83%
3 Years (annualized)
+25.76%
5 Years (annualized)
+12.55%
10 Years (annualized)
+8.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBHSX 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
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📉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 EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+13.60%
Peer Avg (YTD)
+7.86%
vs Peers
+5.73%

SBHSX Mutual Fund Performance

SBHSX performance across multiple time periods: 1-month -1.52%, YTD 13.60%, 1-year 20.83%, 3-year 25.76%, 5-year 12.55%, 10-year 8.60%.

SBHSX returns outperform the peer average of 7.86% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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