SBRAX Mutual Fund

NAV$19.23

Returns Overview

1 Month
+1.95%
3 Months
+15.98%
6 Months
+11.93%
YTD
+11.73%
1 Year
+18.34%
3 Years (annualized)
+20.00%
5 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBRAX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.73%
Peer Avg (YTD)
+8.97%
vs Peers
+2.76%

SBRAX Mutual Fund Performance

SBRAX performance across multiple time periods: 1-month 1.95%, YTD 11.73%, 1-year 18.34%, 3-year 20.00%, 5-year 11.12%.

SBRAX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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