SBTAX Mutual Fund

SBTAX Mutual Fund

NAV$10.55
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Returns Overview

1 Month
+1.62%
3 Months
-2.29%
6 Months
+0.56%
YTD
+3.38%
1 Year
+7.55%
3 Years (annualized)
+1.24%
5 Years (annualized)
+0.92%
10 Years (annualized)
+3.93%

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)
+3.38%
Peer Avg (YTD)
+4.75%
vs Peers
-1.36%

SBTAX Mutual Fund Performance

SBTAX performance across multiple time periods: 1-month 1.62%, YTD 3.38%, 1-year 7.55%, 3-year 1.24%, 5-year 0.92%, 10-year 3.93%.

SBTAX returns trail the peer average of 4.75% 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.