SBMLX Mutual Fund

SBMLX Mutual Fund

NAV$19.76
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Returns Overview

1 Month
-6.05%
3 Months
-8.85%
6 Months
+0.26%
YTD
-3.22%
1 Year
-6.63%
3 Years (annualized)
+6.83%
5 Years (annualized)
+0.40%
10 Years (annualized)
+6.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBMLX 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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
-3.22%
Peer Avg (YTD)
+6.72%
vs Peers
-9.94%

SBMLX Mutual Fund Performance

SBMLX performance across multiple time periods: 1-month -6.05%, YTD -3.22%, 1-year -6.63%, 3-year 6.83%, 5-year 0.40%, 10-year 6.92%.

SBMLX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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