SBMIX Mutual Fund

SBMIX Mutual Fund

NAV$12.50
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Returns Overview

1 Month
+1.12%
3 Months
-0.32%
6 Months
+2.51%
YTD
+3.94%
1 Year
+7.51%
3 Years (annualized)
+11.23%
5 Years (annualized)
+7.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBMIX 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
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+3.94%
Peer Avg (YTD)
+6.28%
vs Peers
-2.34%

SBMIX Mutual Fund Performance

SBMIX performance across multiple time periods: 1-month 1.12%, YTD 3.94%, 1-year 7.51%, 3-year 11.23%, 5-year 7.30%.

SBMIX returns trail the peer average of 6.28% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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