SBFMX Mutual Fund

SBFMX Mutual Fund

NAV$18.54
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Returns Overview

1 Month
-4.38%
3 Months
-5.64%
6 Months
+0.36%
YTD
-1.42%
1 Year
-0.77%
3 Years (annualized)
+6.95%
5 Years (annualized)
+3.16%
10 Years (annualized)
+7.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBFMX 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
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
-1.42%
Peer Avg (YTD)
+10.47%
vs Peers
-11.89%

SBFMX Mutual Fund Performance

SBFMX performance across multiple time periods: 1-month -4.38%, YTD -1.42%, 1-year -0.77%, 3-year 6.95%, 5-year 3.16%, 10-year 7.30%.

SBFMX returns trail the peer average of 10.47% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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