SBOTX Mutual Fund

SBOTX Mutual Fund

NAV$10.11
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Returns Overview

1 Month
-0.99%
3 Months
+0.30%
6 Months
+1.53%
YTD
+3.00%
1 Year
+2.76%
3 Years (annualized)
+3.59%
5 Years (annualized)
+1.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBOTX 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)
+3.00%
Peer Avg (YTD)
+5.54%
vs Peers
-2.54%

SBOTX Mutual Fund Performance

SBOTX performance across multiple time periods: 1-month -0.99%, YTD 3.00%, 1-year 2.76%, 3-year 3.59%, 5-year 1.43%.

SBOTX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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