SBLGX Mutual Fund

SBLGX Mutual Fund

NAV$62.04
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Returns Overview

1 Month
-1.16%
3 Months
+1.24%
6 Months
+3.16%
YTD
+1.07%
1 Year
+2.61%
3 Years (annualized)
+14.33%
5 Years (annualized)
+7.82%
10 Years (annualized)
+13.64%

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)
+1.07%
Peer Avg (YTD)
+6.23%
vs Peers
-5.16%

SBLGX Mutual Fund Performance

SBLGX performance across multiple time periods: 1-month -1.16%, YTD 1.07%, 1-year 2.61%, 3-year 14.33%, 5-year 7.82%, 10-year 13.64%.

SBLGX returns trail the peer average of 6.23% 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.