SBTOX Mutual Fund

SBTOX Mutual Fund

NAV$11.43
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Returns Overview

1 Month
+1.33%
3 Months
-0.26%
6 Months
+0.35%
YTD
+3.44%
1 Year
+3.77%
3 Years (annualized)
+9.71%
5 Years (annualized)
+2.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBTOX 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
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📉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
Bloomberg 1-10 Year Blended Municipal Bond Index
This Mutual Fund (YTD)
+3.44%
Peer Avg (YTD)
+5.30%
vs Peers
-1.86%

SBTOX Mutual Fund Performance

SBTOX performance across multiple time periods: 1-month 1.33%, YTD 3.44%, 1-year 3.77%, 3-year 9.71%, 5-year 2.20%.

SBTOX returns trail the peer average of 5.30% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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