SBIEX Mutual Fund

SBIEX Mutual Fund

NAV$15.72
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Returns Overview

1 Month
+1.10%
3 Months
+5.97%
6 Months
+7.29%
YTD
+14.44%
1 Year
+29.74%
3 Years (annualized)
+17.25%
5 Years (annualized)
+10.88%
10 Years (annualized)
+8.07%

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)
+14.44%
Peer Avg (YTD)
+11.12%
vs Peers
+3.32%

SBIEX Mutual Fund Performance

SBIEX performance across multiple time periods: 1-month 1.10%, YTD 14.44%, 1-year 29.74%, 3-year 17.25%, 5-year 10.88%, 10-year 8.07%.

SBIEX returns outperform the peer average of 11.12% 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.