SBIYX Mutual Fund

SBIYX Mutual Fund

NAV$15.42
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Returns Overview

1 Month
+1.12%
3 Months
+6.02%
6 Months
+7.43%
YTD
+14.66%
1 Year
+30.13%
3 Years (annualized)
+17.62%
5 Years (annualized)
+11.30%
10 Years (annualized)
+8.19%

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)
+14.66%
Peer Avg (YTD)
+11.12%
vs Peers
+3.54%

SBIYX Mutual Fund Performance

SBIYX performance across multiple time periods: 1-month 1.12%, YTD 14.66%, 1-year 30.13%, 3-year 17.62%, 5-year 11.30%, 10-year 8.19%.

SBIYX returns outperform the peer average of 11.12% 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.