SBRVX Mutual Fund

SBRVX Mutual Fund

NAV$16.59
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Returns Overview

1 Month
-4.09%
3 Months
-11.40%
6 Months
+5.65%
YTD
+9.69%
1 Year
+15.54%
3 Years (annualized)
+15.68%
5 Years (annualized)
+8.36%
10 Years (annualized)
+10.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBRVX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+9.69%
Peer Avg (YTD)
+10.34%
vs Peers
-0.65%

SBRVX Mutual Fund Performance

SBRVX performance across multiple time periods: 1-month -4.09%, YTD 9.69%, 1-year 15.54%, 3-year 15.68%, 5-year 8.36%, 10-year 10.32%.

SBRVX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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