SBTAX Mutual Fund

NAV$10.65
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Returns Overview

1 Month
-1.83%
3 Months
+5.19%
6 Months
+4.17%
YTD
+3.87%
1 Year
+7.63%
3 Years (annualized)
+1.67%
5 Years (annualized)
+1.32%
10 Years (annualized)
+4.48%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.87%
Peer Avg (YTD)
+3.47%
vs Peers
+0.40%

SBTAX Mutual Fund Performance

SBTAX performance across multiple time periods: 1-month -1.83%, YTD 3.87%, 1-year 7.63%, 3-year 1.67%, 5-year 1.32%, 10-year 4.48%.

SBTAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.73%, investors should weigh costs against performance when evaluating this mutual fund.

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