SBSTX Mutual Fund

SBSTX Mutual Fund

NAV$3.62
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Returns Overview

1 Month
+0.33%
3 Months
+0.52%
6 Months
+0.49%
YTD
+1.43%
1 Year
+2.85%
3 Years (annualized)
+4.59%
5 Years (annualized)
+1.96%
10 Years (annualized)
+2.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBSTX 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
FTSE Treasury/Government Sponsored/Credit 1-3 year Index(^FTRS3Y)
This Mutual Fund (YTD)
+1.43%
Peer Avg (YTD)
+2.15%
vs Peers
-0.73%

SBSTX Mutual Fund Performance

SBSTX performance across multiple time periods: 1-month 0.33%, YTD 1.43%, 1-year 2.85%, 3-year 4.59%, 5-year 1.96%, 10-year 2.15%.

SBSTX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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