SBTOX Mutual Fund

SBTOX Mutual Fund

NAV$11.37
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Returns Overview

1 Month
-2.34%
3 Months
-2.68%
6 Months
+2.45%
YTD
+2.08%
1 Year
+3.65%
3 Years (annualized)
+8.34%
5 Years (annualized)
+2.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBTOX 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
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📉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 1-10 Year Blended Municipal Bond Index
This Mutual Fund (YTD)
+2.08%
Peer Avg (YTD)
+4.96%
vs Peers
-2.88%

SBTOX Mutual Fund Performance

SBTOX performance across multiple time periods: 1-month -2.34%, YTD 2.08%, 1-year 3.65%, 3-year 8.34%, 5-year 2.36%.

SBTOX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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