SBFIX
Prices on SharpeShare since Oct 20, 2021
52-week range
Low $21.49High $24.32
Has SBFIX beaten the S&P 500?
Over the last year (to Oct 19, 2026), SBFIX returned +10.5%; the S&P 500 (SPY) returned +16.6%.
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
| Period | SBFIX | S&P 500 |
|---|---|---|
| 1 month | -1.2% | +0.6% |
| 3 months | 0.0% | +3.4% |
| Year to date | +7.4% | +13.3% |
| 1 year | +10.5% | +16.6% |
| 3 years (annualized) | +15.0% | +23.1% |
Volatility (1-year, annualized): 12.1% · Largest decline (max drawdown, since Oct 2021): 31.1%
How are your investments doing?
Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.
Free for 7 days, no card. Then $9/month.
Straight from your broker. Read-only. Never a recommendation.
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