SBCPX Mutual Fund

NAV$13.73

Returns Overview

1 Month
+0.12%
3 Months
+6.41%
6 Months
+4.94%
YTD
+4.71%
1 Year
+12.44%
3 Years (annualized)
+9.75%
5 Years (annualized)
+4.24%
10 Years (annualized)
+5.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBCPX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+4.71%
Peer Avg (YTD)
+4.14%
vs Peers
+0.57%

SBCPX Mutual Fund Performance

SBCPX performance across multiple time periods: 1-month 0.12%, YTD 4.71%, 1-year 12.44%, 3-year 9.75%, 5-year 4.24%, 10-year 5.54%.

SBCPX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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