SBASX Mutual Fund

SBASX Mutual Fund

NAV$14.30
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Returns Overview

1 Month
-2.88%
3 Months
-8.72%
6 Months
+10.73%
YTD
+12.40%
1 Year
+16.23%
3 Years (annualized)
+13.24%
5 Years (annualized)
+7.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBASX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+12.40%
Peer Avg (YTD)
+10.34%
vs Peers
+2.06%

SBASX Mutual Fund Performance

SBASX performance across multiple time periods: 1-month -2.88%, YTD 12.40%, 1-year 16.23%, 3-year 13.24%, 5-year 7.33%.

SBASX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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