SBHVX Mutual Fund

SBHVX Mutual Fund

NAV$17.01
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Returns Overview

1 Month
-4.13%
3 Months
-11.36%
6 Months
+5.70%
YTD
+9.80%
1 Year
+15.74%
3 Years (annualized)
+15.44%
5 Years (annualized)
+7.72%
10 Years (annualized)
+8.01%

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)
+9.80%
Peer Avg (YTD)
+10.34%
vs Peers
-0.55%

SBHVX Mutual Fund Performance

SBHVX performance across multiple time periods: 1-month -4.13%, YTD 9.80%, 1-year 15.74%, 3-year 15.44%, 5-year 7.72%, 10-year 8.01%.

SBHVX returns trail the peer average of 10.34% 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.