SBYLX Mutual Fund

SBYLX Mutual Fund

NAV$11.14
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Returns Overview

1 Month
-0.54%
3 Months
-1.66%
6 Months
-2.29%
YTD
-0.28%
1 Year
+4.31%
3 Years (annualized)
+2.61%
5 Years (annualized)
-0.77%
10 Years (annualized)
+0.78%

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
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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)
-0.28%
Peer Avg (YTD)
+0.15%
vs Peers
-0.43%

SBYLX Mutual Fund Performance

SBYLX performance across multiple time periods: 1-month -0.54%, YTD -0.28%, 1-year 4.31%, 3-year 2.61%, 5-year -0.77%, 10-year 0.78%.

SBYLX returns trail the peer average of 0.15% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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