SBHVX Mutual Fund

NAV$18.30

Returns Overview

1 Month
+5.49%
3 Months
+19.24%
6 Months
+25.77%
YTD
+23.87%
1 Year
+44.78%
3 Years (annualized)
+20.27%
5 Years (annualized)
+9.84%
10 Years (annualized)
+11.53%

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
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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+23.87%
Peer Avg (YTD)
+18.52%
vs Peers
+5.34%

SBHVX Mutual Fund Performance

SBHVX performance across multiple time periods: 1-month 5.49%, YTD 23.87%, 1-year 44.78%, 3-year 20.27%, 5-year 9.84%, 10-year 11.53%.

SBHVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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