SBFAX Mutual Fund

SBFAX Mutual Fund

NAV$26.61
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Returns Overview

1 Month
-6.88%
3 Months
-2.15%
6 Months
+5.18%
YTD
-1.40%
1 Year
-1.40%
3 Years (annualized)
+15.27%
5 Years (annualized)
+4.93%
10 Years (annualized)
+8.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBFAX 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)
-1.40%
Peer Avg (YTD)
+7.92%
vs Peers
-9.32%

SBFAX Mutual Fund Performance

SBFAX performance across multiple time periods: 1-month -6.88%, YTD -1.40%, 1-year -1.40%, 3-year 15.27%, 5-year 4.93%, 10-year 8.97%.

SBFAX returns trail the peer average of 7.92% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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