SBHVX Mutual Fund

SBHVX Mutual Fund

NAV$16.68
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Returns Overview

1 Month
-3.28%
3 Months
-2.46%
6 Months
+3.08%
YTD
+16.29%
1 Year
+20.80%
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)
+16.29%
Peer Avg (YTD)
+15.20%
vs Peers
+1.09%

SBHVX Mutual Fund Performance

SBHVX performance across multiple time periods: 1-month -3.28%, YTD 16.29%, 1-year 20.80%, 3-year 15.44%, 5-year 7.72%, 10-year 8.01%.

SBHVX returns outperform the peer average of 15.20% 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.