SBICX Mutual Fund

SBICX Mutual Fund

NAV$11.53
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Returns Overview

1 Month
-2.83%
3 Months
-5.42%
YTD
+6.47%
1 Year
+12.57%
3 Years (annualized)
+18.56%
5 Years (annualized)
+8.47%
10 Years (annualized)
+6.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBICX 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
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📉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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.47%
Peer Avg (YTD)
+10.38%
vs Peers
-3.91%

SBICX Mutual Fund Performance

SBICX performance across multiple time periods: 1-month -2.83%, YTD 6.47%, 1-year 12.57%, 3-year 18.56%, 5-year 8.47%, 10-year 6.23%.

SBICX returns trail the peer average of 10.38% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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