SUNBX Mutual Fund

SUNBX Mutual Fund

NAV$20.36
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Returns Overview

1 Month
+0.85%
3 Months
+0.50%
6 Months
-0.59%
YTD
+1.57%
1 Year
+5.67%
3 Years (annualized)
+6.43%
5 Years (annualized)
+2.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUNBX 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
Morningstar LSTA US Leveraged Loan 100 Index
This Mutual Fund (YTD)
+1.57%
Peer Avg (YTD)
+6.23%
vs Peers
-4.66%

SUNBX Mutual Fund Performance

SUNBX performance across multiple time periods: 1-month 0.85%, YTD 1.57%, 1-year 5.67%, 3-year 6.43%, 5-year 2.95%.

SUNBX returns trail the peer average of 6.23% YTD. With an expense ratio of 3.46%, investors should weigh costs against performance when evaluating this mutual fund.

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