SBMCX Mutual Fund

SBMCX Mutual Fund

NAV$12.21
See how much of SBMCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.79%
3 Months
-4.05%
6 Months
+4.95%
YTD
+1.34%
1 Year
+3.10%
3 Years (annualized)
+9.66%
5 Years (annualized)
+5.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBMCX 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
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+1.34%
Peer Avg (YTD)
+4.96%
vs Peers
-3.62%

SBMCX Mutual Fund Performance

SBMCX performance across multiple time periods: 1-month -1.79%, YTD 1.34%, 1-year 3.10%, 3-year 9.66%, 5-year 5.97%.

SBMCX returns trail the peer average of 4.96% YTD. With an expense ratio of 3.08%, investors should weigh costs against performance when evaluating this mutual fund.

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