SBIYX Mutual Fund

SBIYX Mutual Fund

NAV$14.76
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Returns Overview

1 Month
-3.30%
3 Months
-1.45%
6 Months
+11.66%
YTD
+10.34%
1 Year
+18.70%
3 Years (annualized)
+19.36%
5 Years (annualized)
+11.39%
10 Years (annualized)
+8.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBIYX 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)
+10.34%
Peer Avg (YTD)
+9.89%
vs Peers
+0.45%

SBIYX Mutual Fund Performance

SBIYX performance across multiple time periods: 1-month -3.30%, YTD 10.34%, 1-year 18.70%, 3-year 19.36%, 5-year 11.39%, 10-year 8.22%.

SBIYX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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