SBOOX Mutual Fund

SBOOX Mutual Fund

NAV$9.85
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Returns Overview

1 Month
+1.23%
3 Months
-0.40%
6 Months
-0.20%
YTD
+2.48%
1 Year
+2.65%
3 Years (annualized)
+10.00%
5 Years (annualized)
+1.21%

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)
+2.48%
Peer Avg (YTD)
+5.30%
vs Peers
-2.82%

SBOOX Mutual Fund Performance

SBOOX performance across multiple time periods: 1-month 1.23%, YTD 2.48%, 1-year 2.65%, 3-year 10.00%, 5-year 1.21%.

SBOOX returns trail the peer average of 5.30% 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.