SBIEX Mutual Fund

SBIEX Mutual Fund

NAV$14.96
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Returns Overview

1 Month
-2.76%
3 Months
-5.32%
6 Months
+0.34%
YTD
+7.02%
1 Year
+13.33%
3 Years (annualized)
+19.34%
5 Years (annualized)
+9.16%
10 Years (annualized)
+7.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBIEX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.02%
Peer Avg (YTD)
+10.38%
vs Peers
-3.36%

SBIEX Mutual Fund Performance

SBIEX performance across multiple time periods: 1-month -2.76%, YTD 7.02%, 1-year 13.33%, 3-year 19.34%, 5-year 9.16%, 10-year 7.14%.

SBIEX returns trail the peer average of 10.38% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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