SBYLX Mutual Fund

SBYLX Mutual Fund

NAV$11.84
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.98%
3 Months
+2.56%
6 Months
+2.40%
YTD
+2.40%
1 Year
+7.43%
3 Years (annualized)
+3.06%
5 Years (annualized)
-0.21%
10 Years (annualized)
+1.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBYLX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper New York Municipal Debt Funds Index(^LNYMUDAVG)
This Mutual Fund (YTD)
+2.40%
Peer Avg (YTD)
+1.79%
vs Peers
+0.62%

SBYLX Mutual Fund Performance

SBYLX performance across multiple time periods: 1-month 0.98%, YTD 2.40%, 1-year 7.43%, 3-year 3.06%, 5-year -0.21%, 10-year 1.05%.

SBYLX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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