SBNYX Mutual Fund

NAV$11.81

Returns Overview

1 Month
+1.02%
3 Months
+2.79%
6 Months
+2.76%
YTD
+2.67%
1 Year
+8.01%
3 Years (annualized)
+3.63%
5 Years (annualized)
+0.35%
10 Years (annualized)
+1.61%

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
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
Lipper New York Municipal Debt Funds Index(^LNYMUDAVG)
This Mutual Fund (YTD)
+2.67%
Peer Avg (YTD)
+1.79%
vs Peers
+0.89%

SBNYX Mutual Fund Performance

SBNYX performance across multiple time periods: 1-month 1.02%, YTD 2.67%, 1-year 8.01%, 3-year 3.63%, 5-year 0.35%, 10-year 1.61%.

SBNYX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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