SBRVX Mutual Fund

SBRVX Mutual Fund

NAV$18.43
See how much of SBRVX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.47%
3 Months
+3.76%
6 Months
+10.67%
YTD
+20.08%
1 Year
+36.01%
3 Years (annualized)
+15.68%
5 Years (annualized)
+9.01%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+20.08%
Peer Avg (YTD)
+15.31%
vs Peers
+4.77%

SBRVX Mutual Fund Performance

SBRVX performance across multiple time periods: 1-month -4.47%, YTD 20.08%, 1-year 36.01%, 3-year 15.68%, 5-year 9.01%, 10-year 10.32%.

SBRVX returns outperform the peer average of 15.31% 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.