SBTYX

Mutual fund

$5.79 -$0.01 (-0.17%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $5.68High $6.16

Has SBTYX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SBTYX returned -1.6%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SBTYX
-1.6%
S&P 500
+16.6%
Largest decline 
SBTYX
6.3%
S&P 500
8.9%
Risk-adjusted return 
SBTYX
-1.53
S&P 500
0.97
Downside risk-adjusted return 
SBTYX
-1.98
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

PeriodSBTYXS&P 500
1 month -0.7% +0.6%
3 months -3.4% +3.4%
Year to date -2.3% +13.3%
1 year -1.6% +16.6%
3 years (annualized) +4.0% +23.1%

Volatility (1-year, annualized): 3.5% · Largest decline (max drawdown, since Oct 2021): 11.5%

How are your investments doing?

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