SBIYX Mutual Fund

SBIYX Mutual Fund

NAV$14.78
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Returns Overview

1 Month
-2.74%
3 Months
-5.22%
6 Months
+0.48%
YTD
+7.31%
1 Year
+13.71%
3 Years (annualized)
+19.76%
5 Years (annualized)
+9.55%
10 Years (annualized)
+7.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBIYX 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)
+7.31%
Peer Avg (YTD)
+10.38%
vs Peers
-3.07%

SBIYX Mutual Fund Performance

SBIYX performance across multiple time periods: 1-month -2.74%, YTD 7.31%, 1-year 13.71%, 3-year 19.76%, 5-year 9.55%, 10-year 7.50%.

SBIYX returns trail the peer average of 10.38% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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