SBMAX Mutual Fund

SBMAX Mutual Fund

NAV$33.09
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Returns Overview

1 Month
-1.09%
3 Months
+1.68%
6 Months
+3.52%
YTD
+5.39%
1 Year
+4.98%
3 Years (annualized)
+7.48%
5 Years (annualized)
+2.16%
10 Years (annualized)
+7.98%

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
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📉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)
+5.39%
Peer Avg (YTD)
+9.54%
vs Peers
-4.15%

SBMAX Mutual Fund Performance

SBMAX performance across multiple time periods: 1-month -1.09%, YTD 5.39%, 1-year 4.98%, 3-year 7.48%, 5-year 2.16%, 10-year 7.98%.

SBMAX returns trail the peer average of 9.54% 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.