SBTAX Mutual Fund

SBTAX Mutual Fund

NAV$10.72
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Returns Overview

1 Month
-2.05%
3 Months
-1.03%
6 Months
-0.75%
YTD
+1.74%
1 Year
+5.94%
3 Years (annualized)
+0.47%
5 Years (annualized)
+0.81%
10 Years (annualized)
+3.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBTAX 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)
+1.74%
Peer Avg (YTD)
+2.39%
vs Peers
-0.65%

SBTAX Mutual Fund Performance

SBTAX performance across multiple time periods: 1-month -2.05%, YTD 1.74%, 1-year 5.94%, 3-year 0.47%, 5-year 0.81%, 10-year 3.80%.

SBTAX returns trail the peer average of 2.39% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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