SBNYX Mutual Fund

SBNYX Mutual Fund

NAV$11.72
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Returns Overview

1 Month
-2.03%
3 Months
-0.50%
6 Months
+0.05%
YTD
+0.59%
1 Year
+6.54%
3 Years (annualized)
+2.85%
5 Years (annualized)
-0.26%
10 Years (annualized)
+1.43%

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)
+0.59%
Peer Avg (YTD)
+0.23%
vs Peers
+0.36%

SBNYX Mutual Fund Performance

SBNYX performance across multiple time periods: 1-month -2.03%, YTD 0.59%, 1-year 6.54%, 3-year 2.85%, 5-year -0.26%, 10-year 1.43%.

SBNYX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.84%, 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.