SBCLX

Mutual fund

$15.43 $0.00 (0.00%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $12.71High $15.59

Has SBCLX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SBCLX returned +4.0%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SBCLX
+4.0%
S&P 500
+16.6%
Largest decline 
SBCLX
16.9%
S&P 500
8.9%
Risk-adjusted return 
SBCLX
0.14
S&P 500
1.02
Downside risk-adjusted return 
SBCLX
0.22
S&P 500
1.52

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodSBCLXS&P 500
1 month 0.0% +0.8%
3 months 0.0% +3.4%
Year to date +2.6% +13.3%
1 year +4.0% +16.6%
3 years (annualized) +10.6% +23.1%

Volatility (1-year, annualized): 26.3% · Largest decline (max drawdown, since Oct 2021): 20.0%

How are your investments doing?

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