SBTIX Mutual Fund

SBTIX Mutual Fund

NAV$10.69
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Returns Overview

1 Month
-0.47%
3 Months
-0.65%
6 Months
-1.57%
YTD
+1.52%
1 Year
+1.54%
3 Years (annualized)
+0.11%
5 Years (annualized)
+0.54%
10 Years (annualized)
+4.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBTIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.52%
Peer Avg (YTD)
+3.99%
vs Peers
-2.47%

SBTIX Mutual Fund Performance

SBTIX performance across multiple time periods: 1-month -0.47%, YTD 1.52%, 1-year 1.54%, 3-year 0.11%, 5-year 0.54%, 10-year 4.43%.

SBTIX returns trail the peer average of 3.99% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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