SBRAX Mutual Fund

SBRAX Mutual Fund

NAV$19.41
See how much of SBRAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.59%
3 Months
+3.34%
6 Months
+19.85%
YTD
+15.46%
1 Year
+17.58%
3 Years (annualized)
+20.62%
5 Years (annualized)
+10.14%
10 Years (annualized)
+12.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBRAX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+15.46%
Peer Avg (YTD)
+8.67%
vs Peers
+6.79%

SBRAX Mutual Fund Performance

SBRAX performance across multiple time periods: 1-month 0.59%, YTD 15.46%, 1-year 17.58%, 3-year 20.62%, 5-year 10.14%, 10-year 12.28%.

SBRAX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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