SBTYX Mutual Fund

SBTYX Mutual Fund

NAV$5.93
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Returns Overview

1 Month
+2.97%
3 Months
-1.08%
6 Months
-1.33%
YTD
-0.39%
1 Year
+0.00%
3 Years (annualized)
+4.50%
5 Years (annualized)
+0.98%
10 Years (annualized)
+1.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBTYX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.39%
Peer Avg (YTD)
-0.87%
vs Peers
+0.48%

SBTYX Mutual Fund Performance

SBTYX performance across multiple time periods: 1-month 2.97%, YTD -0.39%, 1-year 0.00%, 3-year 4.50%, 5-year 0.98%, 10-year 1.86%.

SBTYX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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