SBMAX Mutual Fund

SBMAX Mutual Fund

NAV$31.77
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Returns Overview

1 Month
-1.77%
3 Months
+2.36%
6 Months
-1.03%
YTD
+3.52%
1 Year
+1.04%
3 Years (annualized)
+7.62%
5 Years (annualized)
+1.13%
10 Years (annualized)
+7.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBMAX 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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
+3.52%
Peer Avg (YTD)
+9.89%
vs Peers
-6.37%

SBMAX Mutual Fund Performance

SBMAX performance across multiple time periods: 1-month -1.77%, YTD 3.52%, 1-year 1.04%, 3-year 7.62%, 5-year 1.13%, 10-year 7.68%.

SBMAX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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