SBHSX Mutual Fund

NAV$16.50

Returns Overview

1 Month
+0.07%
3 Months
-2.84%
6 Months
+10.20%
YTD
+6.58%
1 Year
+30.25%
3 Years (annualized)
+24.94%
5 Years (annualized)
+10.84%
10 Years (annualized)
+7.92%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+6.58%
Peer Avg (YTD)
+7.51%
vs Peers
-0.94%

SBHSX Mutual Fund Performance

SBHSX performance across multiple time periods: 1-month 0.07%, YTD 6.58%, 1-year 30.25%, 3-year 24.94%, 5-year 10.84%, 10-year 7.92%.

SBHSX returns trail the peer average of 7.51% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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