SBISX

Mutual fund

$7.43 -$0.05 (-0.67%) NAV as of Oct 19, 2026

Prices on SharpeShare since Dec 27, 2024

52-week range

Low $7.35High $8.22

Has SBISX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SBISX returned -3.2%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SBISX
-3.2%
S&P 500
+16.6%
Largest decline 
SBISX
6.8%
S&P 500
8.9%
Risk-adjusted return 
SBISX
-1.27
S&P 500
0.98
Downside risk-adjusted return 
SBISX
-1.64
S&P 500
1.44

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

How are your investments doing?

SharpeShare is a portfolio tracker. This is its Performance view for one holding; see it for your own portfolio.

Free for 7 days, no card. Then $9/month.

Straight from your broker. Read-only. Never a recommendation.

Returns by period

PeriodSBISXS&P 500
1 month -1.6% +0.6%
3 months -2.8% +3.4%
Year to date -3.0% +13.3%
1 year -3.2% +16.6%

Volatility (1-year, annualized): 5.5% · Largest decline (max drawdown, since Dec 2024): 6.8%

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.

Can't connect your account? Type your holdings into the Free Portfolio Analyzer