SBMLX Mutual Fund

SBMLX Mutual Fund

NAV$21.07
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Returns Overview

1 Month
-1.18%
3 Months
+1.46%
6 Months
+3.11%
YTD
+4.93%
1 Year
+4.19%
3 Years (annualized)
+5.72%
5 Years (annualized)
+0.87%
10 Years (annualized)
+6.90%

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)
+4.93%
Peer Avg (YTD)
+9.54%
vs Peers
-4.61%

SBMLX Mutual Fund Performance

SBMLX performance across multiple time periods: 1-month -1.18%, YTD 4.93%, 1-year 4.19%, 3-year 5.72%, 5-year 0.87%, 10-year 6.90%.

SBMLX returns trail the peer average of 9.54% 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.