SBMLX Mutual Fund

SBMLX Mutual Fund

NAV$20.53
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Returns Overview

1 Month
+6.39%
3 Months
-1.87%
6 Months
-0.44%
YTD
+2.97%
1 Year
+3.65%
3 Years (annualized)
+10.78%
5 Years (annualized)
-0.01%
10 Years (annualized)
+7.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBMLX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+2.97%
Peer Avg (YTD)
+8.01%
vs Peers
-5.04%

SBMLX Mutual Fund Performance

SBMLX performance across multiple time periods: 1-month 6.39%, YTD 2.97%, 1-year 3.65%, 3-year 10.78%, 5-year -0.01%, 10-year 7.17%.

SBMLX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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