SBHIX Mutual Fund

SBHIX Mutual Fund

NAV$28.18
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Returns Overview

1 Month
-2.40%
3 Months
+3.46%
6 Months
+7.87%
YTD
+8.20%
1 Year
+21.35%
3 Years (annualized)
+11.13%
5 Years (annualized)
+6.37%
10 Years (annualized)
+7.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBHIX 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
S&P 500 Health Care Index(^SP500-35:SP)
This Mutual Fund (YTD)
+8.20%
Peer Avg (YTD)
+8.76%
vs Peers
-0.56%

SBHIX Mutual Fund Performance

SBHIX performance across multiple time periods: 1-month -2.40%, YTD 8.20%, 1-year 21.35%, 3-year 11.13%, 5-year 6.37%, 10-year 7.31%.

SBHIX returns trail the peer average of 8.76% YTD. With an expense ratio of 2.60%, investors should weigh costs against performance when evaluating this mutual fund.

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