SBLYX Mutual Fund

SBLYX Mutual Fund

NAV$72.53
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Returns Overview

1 Month
-5.49%
3 Months
-0.23%
6 Months
+1.10%
YTD
+1.29%
1 Year
-2.61%
3 Years (annualized)
+17.75%
5 Years (annualized)
+6.82%
10 Years (annualized)
+14.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBLYX 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)
+1.29%
Peer Avg (YTD)
+5.23%
vs Peers
-3.94%

SBLYX Mutual Fund Performance

SBLYX performance across multiple time periods: 1-month -5.49%, YTD 1.29%, 1-year -2.61%, 3-year 17.75%, 5-year 6.82%, 10-year 14.06%.

SBLYX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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