SBOTX Mutual Fund

SBOTX Mutual Fund

NAV$9.90
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Returns Overview

1 Month
-2.49%
3 Months
-2.58%
6 Months
+1.66%
YTD
+1.34%
1 Year
+2.59%
3 Years (annualized)
+8.62%
5 Years (annualized)
+1.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBOTX 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
Bloomberg Global Aggregate Bond (USD Hedged) Index
This Mutual Fund (YTD)
+1.34%
Peer Avg (YTD)
+4.96%
vs Peers
-3.62%

SBOTX Mutual Fund Performance

SBOTX performance across multiple time periods: 1-month -2.49%, YTD 1.34%, 1-year 2.59%, 3-year 8.62%, 5-year 1.47%.

SBOTX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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