SBEMX Mutual Fund

SBEMX Mutual Fund

NAV$14.53
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Returns Overview

1 Month
+1.30%
3 Months
-1.73%
6 Months
+19.97%
YTD
+22.55%
1 Year
+32.77%
3 Years (annualized)
+27.26%
5 Years (annualized)
+13.35%
10 Years (annualized)
+10.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBEMX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+22.55%
Peer Avg (YTD)
+20.47%
vs Peers
+2.08%

SBEMX Mutual Fund Performance

SBEMX performance across multiple time periods: 1-month 1.30%, YTD 22.55%, 1-year 32.77%, 3-year 27.26%, 5-year 13.35%, 10-year 10.05%.

SBEMX returns outperform the peer average of 20.47% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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