SBSIX

Mutual fund

$16.52 -$0.04 (-0.24%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $14.17High $17.48

Has SBSIX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SBSIX returned +20.1%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SBSIX
+20.1%
S&P 500
+16.6%
Largest decline 
SBSIX
12.5%
S&P 500
8.9%
Risk-adjusted return 
SBSIX
1.10
S&P 500
0.97
Downside risk-adjusted return 
SBSIX
1.69
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

PeriodSBSIXS&P 500
1 month -3.6% +0.6%
3 months +6.7% +3.4%
Year to date +11.6% +13.3%
1 year +20.1% +16.6%
3 years (annualized) +26.6% +23.1%

Volatility (1-year, annualized): 14.1% · Largest decline (max drawdown, since Oct 2021): 27.9%

How are your investments doing?

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