SBTIX Mutual Fund

SBTIX Mutual Fund

NAV$10.76
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Returns Overview

1 Month
-1.74%
3 Months
-2.19%
6 Months
+2.88%
YTD
+2.00%
1 Year
+3.35%
3 Years (annualized)
+1.58%
5 Years (annualized)
+1.21%
10 Years (annualized)
+4.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBTIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.00%
Peer Avg (YTD)
+5.40%
vs Peers
-3.40%

SBTIX Mutual Fund Performance

SBTIX performance across multiple time periods: 1-month -1.74%, YTD 2.00%, 1-year 3.35%, 3-year 1.58%, 5-year 1.21%, 10-year 4.21%.

SBTIX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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