SPBC ETF

$49.30

Returns Overview

1 Month
-3.31%
3 Months
+13.19%
6 Months
+5.53%
YTD
+5.08%
1 Year
+14.53%
3 Years (annualized)
+28.40%
5 Years (annualized)
+15.28%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SPBC 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index Total Return
This ETF (YTD)
+5.08%
Peer Avg (YTD)
+3.47%
vs Peers
+1.61%

SPBC ETF Performance

SPBC performance across multiple time periods: 1-month -3.31%, YTD 5.08%, 1-year 14.53%, 3-year 28.40%, 5-year 15.28%.

SPBC returns outperform the peer average of 3.47% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this ETF.

SPBC performance comparison shows side-by-side returns with another fund. SPBC alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-3.31%N/A
3 Months+13.19%N/A
6 Months+5.53%N/A
1 Year+14.53%N/A
3 Years+28.40%N/A
5 Years+15.28%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized