SBHCX Mutual Fund

SBHCX Mutual Fund

NAV$14.20
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Returns Overview

1 Month
-2.97%
3 Months
-8.71%
6 Months
+10.73%
YTD
+12.32%
1 Year
+16.12%
3 Years (annualized)
+13.16%
5 Years (annualized)
+7.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBHCX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+12.32%
Peer Avg (YTD)
+10.34%
vs Peers
+1.98%

SBHCX Mutual Fund Performance

SBHCX performance across multiple time periods: 1-month -2.97%, YTD 12.32%, 1-year 16.12%, 3-year 13.16%, 5-year 7.21%.

SBHCX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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