SBHCX

Mutual fund

$14.16 +$0.03 (+0.21%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $12.30High $15.38

Has SBHCX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SBHCX returned +17.1%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SBHCX
+17.1%
S&P 500
+16.6%
Largest decline 
SBHCX
11.4%
S&P 500
8.9%
Risk-adjusted return 
SBHCX
0.77
S&P 500
0.97
Downside risk-adjusted return 
SBHCX
1.18
S&P 500
1.43

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

PeriodSBHCXS&P 500
1 month +0.6% +0.6%
3 months -4.3% +3.4%
Year to date +14.6% +13.3%
1 year +17.1% +16.6%
3 years (annualized) +15.2% +23.1%

Volatility (1-year, annualized): 17.5% · Largest decline (max drawdown, since Oct 2021): 26.7%

How are your investments doing?

Connect your broker to see your portfolio's performance against the market, your risk, and your diversification.

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