SBCPX Mutual Fund

SBCPX Mutual Fund

NAV$13.77
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Returns Overview

1 Month
-0.88%
3 Months
+1.53%
6 Months
+2.74%
YTD
+3.79%
1 Year
+9.45%
3 Years (annualized)
+8.95%
5 Years (annualized)
+3.88%
10 Years (annualized)
+5.24%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+3.79%
Peer Avg (YTD)
+3.39%
vs Peers
+0.40%

SBCPX Mutual Fund Performance

SBCPX performance across multiple time periods: 1-month -0.88%, YTD 3.79%, 1-year 9.45%, 3-year 8.95%, 5-year 3.88%, 10-year 5.24%.

SBCPX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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