SBMIX Mutual Fund

NAV$12.84

Returns Overview

1 Month
+1.81%
3 Months
+9.67%
6 Months
+6.60%
YTD
+6.16%
1 Year
+12.67%
3 Years (annualized)
+12.30%
5 Years (annualized)
+8.16%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+6.16%
Peer Avg (YTD)
+5.87%
vs Peers
+0.29%

SBMIX Mutual Fund Performance

SBMIX performance across multiple time periods: 1-month 1.81%, YTD 6.16%, 1-year 12.67%, 3-year 12.30%, 5-year 8.16%.

SBMIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 2.08%, investors should weigh costs against performance when evaluating this mutual fund.

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