# SBHAX (SBHAX)

> Source: Nexqual · https://nexqual.com/SBHAX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, SBHAX (SBHAX), nexqual.com/SBHAX" · informational, not investment advice.

**Price:** USD 18.91 (-0.53% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 18.91 · day 18.91–18.91 · 52w 15.34–21.46 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +15.2% vs S&P 500 +13.4%; 5Y +38.1% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +15.2% | +38.1% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +15.2% | +6.7% |
| Volatility (annualized) | 12.9% | 16.0% |
| Max drawdown | -9.3% (Jan 2026→Mar 2026) | -25.7% (Dec 2021→Sep 2022) |

## Peers
IMIDX (Congress Mid Cap Growth Fd Inst) USD 19.72 +0.00% · POLIX (Polen Growth Fund Institutional) USD 32.7 -0.00% · WFAIX (Wells Fargo Index Asset Allocat) USD 40.19 +0.00% · ZDIVX (Zacks Dividend Fund Investor Cl) USD 32.3 +0.00% · SOPYX (ClearBridge Dividend Strategy F) USD 33.58 -0.62%

## More
Full page: https://nexqual.com/SBHAX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt