SBOTX

Mutual fund

$9.87 -$0.03 (-0.30%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $9.54High $10.15

Has SBOTX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SBOTX returned +2.6%; the S&P 500 (SPY) returned +17.3%.

Key figures vs the S&P 500

Annualized growth 
SBOTX
+2.6%
S&P 500
+17.3%
Largest decline 
SBOTX
4.3%
S&P 500
8.9%
Risk-adjusted return 
SBOTX
-0.20
S&P 500
1.05
Downside risk-adjusted return 
SBOTX
-0.28
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

PeriodSBOTXS&P 500
1 month -0.4% +0.6%
3 months -1.3% +3.4%
Year to date +2.1% +13.3%
1 year +2.6% +17.3%
3 years (annualized) +9.9% +23.1%

Volatility (1-year, annualized): 6.0% · Largest decline (max drawdown, since Oct 2021): 19.3%

How are your investments doing?

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