SBLGX Mutual Fund

SBLGX Mutual Fund

NAV$59.14
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Returns Overview

1 Month
-5.52%
3 Months
-0.28%
6 Months
+2.28%
YTD
+2.39%
1 Year
-1.59%
3 Years (annualized)
+14.14%
5 Years (annualized)
+4.27%
10 Years (annualized)
+12.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBLGX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.39%
Peer Avg (YTD)
+5.23%
vs Peers
-2.85%

SBLGX Mutual Fund Performance

SBLGX performance across multiple time periods: 1-month -5.52%, YTD 2.39%, 1-year -1.59%, 3-year 14.14%, 5-year 4.27%, 10-year 12.67%.

SBLGX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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