SBOOX Mutual Fund

SBOOX Mutual Fund

NAV$10.09
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Returns Overview

1 Month
-0.99%
3 Months
+0.20%
6 Months
+1.43%
YTD
+2.90%
1 Year
+2.49%
3 Years (annualized)
+3.43%
5 Years (annualized)
+1.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBOOX 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
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📉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
Bloomberg Global Aggregate Bond (USD Hedged) Index
This Mutual Fund (YTD)
+2.90%
Peer Avg (YTD)
+5.54%
vs Peers
-2.64%

SBOOX Mutual Fund Performance

SBOOX performance across multiple time periods: 1-month -0.99%, YTD 2.90%, 1-year 2.49%, 3-year 3.43%, 5-year 1.32%.

SBOOX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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