SBPLX Mutual Fund

NAV$30.69

Returns Overview

1 Month
+2.61%
3 Months
+1.86%
6 Months
+4.35%
YTD
+7.27%
1 Year
+12.27%
3 Years (annualized)
+12.64%
5 Years (annualized)
+9.41%
10 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBPLX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.27%
Peer Avg (YTD)
+9.51%
vs Peers
-2.24%

SBPLX Mutual Fund Performance

SBPLX performance across multiple time periods: 1-month 2.61%, YTD 7.27%, 1-year 12.27%, 3-year 12.64%, 5-year 9.41%, 10-year 11.12%.

SBPLX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

SBPLX performance comparison shows side-by-side returns with another fund. SBPLX alternatives are available in the Mutual Fund Screener.