SBMCX Mutual Fund

SBMCX Mutual Fund

NAV$12.15
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Returns Overview

1 Month
+0.98%
3 Months
-0.57%
6 Months
+1.99%
YTD
+3.19%
1 Year
+6.39%
3 Years (annualized)
+9.66%
5 Years (annualized)
+5.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBMCX 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
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+3.19%
Peer Avg (YTD)
+6.28%
vs Peers
-3.10%

SBMCX Mutual Fund Performance

SBMCX performance across multiple time periods: 1-month 0.98%, YTD 3.19%, 1-year 6.39%, 3-year 9.66%, 5-year 5.97%.

SBMCX returns trail the peer average of 6.28% YTD. With an expense ratio of 3.08%, investors should weigh costs against performance when evaluating this mutual fund.

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