SBRVX Mutual Fund

SBRVX Mutual Fund

NAV$16.44
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Returns Overview

1 Month
+1.56%
3 Months
-5.80%
6 Months
-2.26%
YTD
+11.40%
1 Year
+18.23%
3 Years (annualized)
+18.01%
5 Years (annualized)
+6.75%
10 Years (annualized)
+10.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBRVX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+11.40%
Peer Avg (YTD)
+12.21%
vs Peers
-0.81%

SBRVX Mutual Fund Performance

SBRVX performance across multiple time periods: 1-month 1.56%, YTD 11.40%, 1-year 18.23%, 3-year 18.01%, 5-year 6.75%, 10-year 10.32%.

SBRVX returns trail the peer average of 12.21% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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