SFBPX Mutual Fund

NAV$12.38

Returns Overview

1 Month
-1.04%
3 Months
+1.98%
6 Months
+4.12%
YTD
+6.82%
1 Year
+17.17%
3 Years (annualized)
+12.57%
5 Years (annualized)
+5.51%
10 Years (annualized)
+7.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFBPX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+6.82%
Peer Avg (YTD)
+5.87%
vs Peers
+0.95%

SFBPX Mutual Fund Performance

SFBPX performance across multiple time periods: 1-month -1.04%, YTD 6.82%, 1-year 17.17%, 3-year 12.57%, 5-year 5.51%, 10-year 7.79%.

SFBPX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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