SBMAX Mutual Fund

SBMAX Mutual Fund

NAV$33.86
See how much of SBMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+6.42%
3 Months
-1.72%
6 Months
-0.06%
YTD
+3.58%
1 Year
+4.38%
3 Years (annualized)
+11.60%
5 Years (annualized)
+0.72%
10 Years (annualized)
+7.94%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+3.58%
Peer Avg (YTD)
+8.01%
vs Peers
-4.42%

SBMAX Mutual Fund Performance

SBMAX performance across multiple time periods: 1-month 6.42%, YTD 3.58%, 1-year 4.38%, 3-year 11.60%, 5-year 0.72%, 10-year 7.94%.

SBMAX returns trail the peer average of 8.01% 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.