SBMIX
Prices on SharpeShare since Oct 20, 2021
52-week range
Low $11.55High $13.41
Has SBMIX beaten the S&P 500?
Over the last year (to Oct 19, 2026), SBMIX returned +4.3%; 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?
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
| Period | SBMIX | S&P 500 |
|---|---|---|
| 1 month | -0.5% | +0.6% |
| 3 months | -1.4% | +3.4% |
| Year to date | +2.3% | +13.3% |
| 1 year | +4.3% | +16.6% |
| 3 years (annualized) | +11.3% | +23.1% |
Volatility (1-year, annualized): 9.9% · Largest decline (max drawdown, since Oct 2021): 15.0%
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