SBMAX

Mutual fund

$32.25 -$0.16 (-0.49%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $30.76High $36.48

Has SBMAX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SBMAX returned -2.4%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SBMAX
-2.4%
S&P 500
+16.6%
Largest decline 
SBMAX
10.9%
S&P 500
8.9%
Risk-adjusted return 
SBMAX
-0.36
S&P 500
0.97
Downside risk-adjusted return 
SBMAX
-0.50
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

PeriodSBMAXS&P 500
1 month -0.1% +0.6%
3 months -6.0% +3.4%
Year to date -0.6% +13.3%
1 year -2.4% +16.6%
3 years (annualized) +9.2% +23.1%

Volatility (1-year, annualized): 14.5% · Largest decline (max drawdown, since Oct 2021): 31.5%

How are your investments doing?

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