SBSDX Mutual Fund

SBSDX Mutual Fund

NAV$60.81
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Returns Overview

1 Month
-0.98%
3 Months
+15.12%
6 Months
+10.04%
YTD
+9.81%
1 Year
+22.11%
3 Years (annualized)
+20.25%
5 Years (annualized)
+13.09%
10 Years (annualized)
+15.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBSDX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.81%
Peer Avg (YTD)
+9.51%
vs Peers
+0.30%

SBSDX Mutual Fund Performance

SBSDX performance across multiple time periods: 1-month -0.98%, YTD 9.81%, 1-year 22.11%, 3-year 20.25%, 5-year 13.09%, 10-year 15.32%.

SBSDX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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