SBLYX Mutual Fund

SBLYX Mutual Fund

NAV$79.35
See how much of SBLYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.94%
3 Months
+4.38%
6 Months
+18.18%
YTD
+7.18%
1 Year
+6.06%
3 Years (annualized)
+13.72%
5 Years (annualized)
+6.17%
10 Years (annualized)
+13.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBLYX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.18%
Peer Avg (YTD)
+8.68%
vs Peers
-1.51%

SBLYX Mutual Fund Performance

SBLYX performance across multiple time periods: 1-month 0.94%, YTD 7.18%, 1-year 6.06%, 3-year 13.72%, 5-year 6.17%, 10-year 13.56%.

SBLYX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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