SBACX Mutual Fund

SBACX Mutual Fund

NAV$31.92
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Returns Overview

1 Month
-1.49%
3 Months
+2.33%
6 Months
+9.54%
YTD
+4.19%
1 Year
+6.03%
3 Years (annualized)
+12.99%
5 Years (annualized)
+6.81%
10 Years (annualized)
+9.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBACX 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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.19%
Peer Avg (YTD)
+4.97%
vs Peers
-0.78%

SBACX Mutual Fund Performance

SBACX performance across multiple time periods: 1-month -1.49%, YTD 4.19%, 1-year 6.03%, 3-year 12.99%, 5-year 6.81%, 10-year 9.69%.

SBACX returns trail the peer average of 4.97% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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