SBAPX Mutual Fund

NAV$10.10

Returns Overview

1 Month
-0.41%
3 Months
+0.36%
6 Months
+1.53%
YTD
+0.36%
1 Year
+4.48%
3 Years (annualized)
+5.01%
5 Years (annualized)
+2.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBAPX 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
Bloomberg Barclays US 1-3 Year Government/Credit Bond Index(I30672US)
This Mutual Fund (YTD)
+0.36%
Peer Avg (YTD)
-0.51%
vs Peers
+0.87%

SBAPX Mutual Fund Performance

SBAPX performance across multiple time periods: 1-month -0.41%, YTD 0.36%, 1-year 4.48%, 3-year 5.01%, 5-year 2.81%.

SBAPX returns outperform the peer average of -0.51% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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