SBTOX
Prices on SharpeShare since Oct 20, 2021
52-week range
Low $10.90High $11.66
Has SBTOX beaten the S&P 500?
Since Oct 20, 2021 (to Oct 19, 2026), SBTOX returned +6.2%; the S&P 500 (SPY) returned +81.2%.
Oct 20, 2021 – 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 | SBTOX | S&P 500 |
|---|---|---|
| 1 month | -0.2% | +0.6% |
| 3 months | -1.1% | +3.4% |
| Year to date | +5.9% | +40.5% |
| 3 years (annualized) | +6.9% | +23.1% |
Volatility (1-year, annualized): 6.5% · Largest decline (max drawdown, since Oct 2021): 15.3%
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