SBTCX Mutual Fund

NAV$9.94

Returns Overview

3 Months
+0.81%
6 Months
-2.26%
YTD
-2.26%
1 Year
-3.12%
3 Years (annualized)
+1.09%
5 Years (annualized)
+1.34%
10 Years (annualized)
+3.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBTCX 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
PROUpgrade to run

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)
-2.26%
Peer Avg (YTD)
+3.53%
vs Peers
-5.79%

SBTCX Mutual Fund Performance

SBTCX performance across multiple time periods: YTD -2.26%, 1-year -3.12%, 3-year 1.09%, 5-year 1.34%, 10-year 3.14%.

SBTCX returns trail the peer average of 3.53% YTD. With an expense ratio of 2.57%, investors should weigh costs against performance when evaluating this mutual fund.

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