SBICX Mutual Fund

SBICX Mutual Fund

NAV$12.06
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Returns Overview

1 Month
+1.01%
3 Months
+5.73%
6 Months
+6.86%
YTD
+13.96%
1 Year
+28.81%
3 Years (annualized)
+16.43%
5 Years (annualized)
+10.16%
10 Years (annualized)
+7.16%

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)
+13.96%
Peer Avg (YTD)
+11.12%
vs Peers
+2.84%

SBICX Mutual Fund Performance

SBICX performance across multiple time periods: 1-month 1.01%, YTD 13.96%, 1-year 28.81%, 3-year 16.43%, 5-year 10.16%, 10-year 7.16%.

SBICX returns outperform the peer average of 11.12% 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.