SBSIX Mutual Fund

NAV$16.52

Returns Overview

1 Month
-4.15%
3 Months
+3.04%
6 Months
+2.71%
YTD
+2.30%
1 Year
+19.19%
3 Years (annualized)
+21.49%
5 Years (annualized)
+10.60%
10 Years (annualized)
+8.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBSIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+2.30%
Peer Avg (YTD)
+9.16%
vs Peers
-6.86%

SBSIX Mutual Fund Performance

SBSIX performance across multiple time periods: 1-month -4.15%, YTD 2.30%, 1-year 19.19%, 3-year 21.49%, 5-year 10.60%, 10-year 8.27%.

SBSIX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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