SBHVX Mutual Fund

SBHVX Mutual Fund

NAV$17.67
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Returns Overview

1 Month
-4.41%
3 Months
+3.80%
6 Months
+10.83%
YTD
+20.23%
1 Year
+36.25%
3 Years (annualized)
+15.87%
5 Years (annualized)
+9.15%
10 Years (annualized)
+10.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBHVX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+20.23%
Peer Avg (YTD)
+15.31%
vs Peers
+4.92%

SBHVX Mutual Fund Performance

SBHVX performance across multiple time periods: 1-month -4.41%, YTD 20.23%, 1-year 36.25%, 3-year 15.87%, 5-year 9.15%, 10-year 10.60%.

SBHVX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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