SBOOX

Mutual fund

$9.85 -$0.03 (-0.30%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $9.52High $10.14

Has SBOOX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SBOOX returned +2.4%; the S&P 500 (SPY) returned +17.3%.

Key figures vs the S&P 500

Annualized growth 
SBOOX
+2.4%
S&P 500
+17.3%
Largest decline 
SBOOX
4.3%
S&P 500
8.9%
Risk-adjusted return 
SBOOX
-0.23
S&P 500
1.05
Downside risk-adjusted return 
SBOOX
-0.32
S&P 500
1.61

Oct 16, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodSBOOXS&P 500
1 month -0.4% +0.6%
3 months -1.3% +3.4%
Year to date +2.0% +13.3%
1 year +2.4% +17.3%
3 years (annualized) +9.7% +23.1%

Volatility (1-year, annualized): 6.0% · Largest decline (max drawdown, since Oct 2021): 19.4%

How are your investments doing?

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