SBTTX Mutual Fund

SBTTX Mutual Fund

NAV$11.43
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Returns Overview

1 Month
+1.33%
3 Months
-0.26%
6 Months
+0.44%
YTD
+3.54%
1 Year
+3.86%
3 Years (annualized)
+9.79%
5 Years (annualized)
+2.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBTTX 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)
+3.54%
Peer Avg (YTD)
+5.30%
vs Peers
-1.77%

SBTTX Mutual Fund Performance

SBTTX performance across multiple time periods: 1-month 1.33%, YTD 3.54%, 1-year 3.86%, 3-year 9.79%, 5-year 2.24%.

SBTTX returns trail the peer average of 5.30% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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