SBTTX

Mutual fund

$11.37 +$0.01 (+0.09%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $10.89High $11.66

Has SBTTX beaten the S&P 500?

Since Oct 20, 2021 (to Oct 19, 2026), SBTTX returned +6.9%; the S&P 500 (SPY) returned +81.2%.

Key figures vs the S&P 500

Annualized growth 
SBTTX
+1.3%
S&P 500
+12.6%
Largest decline 
SBTTX
15.2%
S&P 500
24.5%
Risk-adjusted return 
SBTTX
-0.62
S&P 500
0.64
Downside risk-adjusted return 
SBTTX
-0.83
S&P 500
1.02

Oct 20, 2021 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodSBTTXS&P 500
1 month -0.1% +0.6%
3 months -1.0% +3.4%
Year to date +6.0% +40.5%
3 years (annualized) +7.0% +23.1%

Volatility (1-year, annualized): 6.5% · Largest decline (max drawdown, since Oct 2021): 15.2%

How are your investments doing?

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