SBSIX Mutual Fund

SBSIX Mutual Fund

NAV$17.18
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Returns Overview

1 Month
+5.83%
3 Months
+3.73%
6 Months
+3.83%
YTD
+8.27%
1 Year
+26.33%
3 Years (annualized)
+21.89%
5 Years (annualized)
+11.56%
10 Years (annualized)
+8.10%

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
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📉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
MSCI EAFE Small Cap Index(.MIEA000S0NUS)
This Mutual Fund (YTD)
+8.27%
Peer Avg (YTD)
+8.67%
vs Peers
-0.40%

SBSIX Mutual Fund Performance

SBSIX performance across multiple time periods: 1-month 5.83%, YTD 8.27%, 1-year 26.33%, 3-year 21.89%, 5-year 11.56%, 10-year 8.10%.

SBSIX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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