SBNYX Mutual Fund

SBNYX Mutual Fund

NAV$11.09
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Returns Overview

1 Month
-0.50%
3 Months
-1.52%
6 Months
-2.01%
YTD
+0.09%
1 Year
+4.97%
3 Years (annualized)
+3.17%
5 Years (annualized)
-0.23%
10 Years (annualized)
+1.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBNYX 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
Lipper New York Municipal Debt Funds Index(^LNYMUDAVG)
This Mutual Fund (YTD)
+0.09%
Peer Avg (YTD)
+0.15%
vs Peers
-0.06%

SBNYX Mutual Fund Performance

SBNYX performance across multiple time periods: 1-month -0.50%, YTD 0.09%, 1-year 4.97%, 3-year 3.17%, 5-year -0.23%, 10-year 1.35%.

SBNYX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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