SBSYX

Mutual fund

$3.61 $0.00 (0.00%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $3.60High $3.72

Has SBSYX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SBSYX returned +1.2%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SBSYX
+1.2%
S&P 500
+16.6%
Largest decline 
SBSYX
1.4%
S&P 500
8.9%
Risk-adjusted return 
SBSYX
-1.11
S&P 500
0.97
Downside risk-adjusted return 
SBSYX
-1.60
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

PeriodSBSYXS&P 500
1 month +0.1% +0.6%
3 months -0.2% +3.4%
Year to date +0.3% +13.3%
1 year +1.2% +16.6%
3 years (annualized) +4.4% +23.1%

Volatility (1-year, annualized): 2.3% · Largest decline (max drawdown, since Oct 2021): 7.5%

How are your investments doing?

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