SBICX Mutual Fund

SBICX Mutual Fund

NAV$11.53
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Returns Overview

1 Month
-3.39%
3 Months
-1.68%
6 Months
+11.13%
YTD
+9.57%
1 Year
+17.52%
3 Years (annualized)
+18.20%
5 Years (annualized)
+10.32%
10 Years (annualized)
+6.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBICX 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 ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+9.57%
Peer Avg (YTD)
+9.89%
vs Peers
-0.32%

SBICX Mutual Fund Performance

SBICX performance across multiple time periods: 1-month -3.39%, YTD 9.57%, 1-year 17.52%, 3-year 18.20%, 5-year 10.32%, 10-year 6.94%.

SBICX returns trail the peer average of 9.89% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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