SBCPX Mutual Fund

SBCPX Mutual Fund

NAV$13.36
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Returns Overview

1 Month
+0.22%
3 Months
-0.22%
6 Months
+1.30%
YTD
+3.56%
1 Year
+4.37%
3 Years (annualized)
+11.24%
5 Years (annualized)
+3.51%
10 Years (annualized)
+5.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBCPX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+3.56%
Peer Avg (YTD)
+3.02%
vs Peers
+0.55%

SBCPX Mutual Fund Performance

SBCPX performance across multiple time periods: 1-month 0.22%, YTD 3.56%, 1-year 4.37%, 3-year 11.24%, 5-year 3.51%, 10-year 5.09%.

SBCPX returns outperform the peer average of 3.02% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

SBCPX vs another fund shows side-by-side returns. SBCPX alternatives are available in the Mutual Fund Screener.