SBTIX Mutual Fund

NAV$10.88

Returns Overview

1 Month
-2.15%
3 Months
+4.79%
6 Months
+3.90%
YTD
+3.90%
1 Year
+7.50%
3 Years (annualized)
+1.78%
5 Years (annualized)
+1.49%
10 Years (annualized)
+4.70%

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
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)
+3.90%
Peer Avg (YTD)
+3.47%
vs Peers
+0.42%

SBTIX Mutual Fund Performance

SBTIX performance across multiple time periods: 1-month -2.15%, YTD 3.90%, 1-year 7.50%, 3-year 1.78%, 5-year 1.49%, 10-year 4.70%.

SBTIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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