SBILX Mutual Fund

SBILX Mutual Fund

NAV$10.01
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Returns Overview

1 Month
-3.01%
3 Months
-4.29%
6 Months
-2.87%
YTD
-3.60%
1 Year
-2.95%
3 Years (annualized)
+4.57%
5 Years (annualized)
-1.11%
10 Years (annualized)
+1.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBILX 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
Lipper Corporate Debt Funds BBB-Rated Average
This Mutual Fund (YTD)
-3.60%
Peer Avg (YTD)
+0.50%
vs Peers
-4.10%

SBILX Mutual Fund Performance

SBILX performance across multiple time periods: 1-month -3.01%, YTD -3.60%, 1-year -2.95%, 3-year 4.57%, 5-year -1.11%, 10-year 1.79%.

SBILX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.40%, investors should weigh costs against performance when evaluating this mutual fund.

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