SBLGX Mutual Fund

SBLGX Mutual Fund

NAV$64.10
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Returns Overview

1 Month
+0.93%
3 Months
+4.31%
6 Months
+19.58%
YTD
+8.36%
1 Year
+7.17%
3 Years (annualized)
+13.33%
5 Years (annualized)
+5.76%
10 Years (annualized)
+13.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBLGX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+8.36%
Peer Avg (YTD)
+8.68%
vs Peers
-0.32%

SBLGX Mutual Fund Performance

SBLGX performance across multiple time periods: 1-month 0.93%, YTD 8.36%, 1-year 7.17%, 3-year 13.33%, 5-year 5.76%, 10-year 13.11%.

SBLGX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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