SBSPX Mutual Fund

NAV$58.02

Returns Overview

1 Month
-0.99%
3 Months
+15.05%
6 Months
+9.94%
YTD
+9.71%
1 Year
+21.86%
3 Years (annualized)
+20.01%
5 Years (annualized)
+12.87%
10 Years (annualized)
+15.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBSPX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.71%
Peer Avg (YTD)
+9.51%
vs Peers
+0.20%

SBSPX Mutual Fund Performance

SBSPX performance across multiple time periods: 1-month -0.99%, YTD 9.71%, 1-year 21.86%, 3-year 20.01%, 5-year 12.87%, 10-year 15.07%.

SBSPX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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