SBPAX Mutual Fund

SBPAX Mutual Fund

NAV$11.19
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Returns Overview

1 Month
-0.11%
3 Months
-0.70%
6 Months
-0.89%
YTD
+0.93%
1 Year
+5.30%
3 Years (annualized)
+3.89%
5 Years (annualized)
+0.13%
10 Years (annualized)
+1.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBPAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Pennsylvania Municipal Bond Index(^BBPAMUB)
This Mutual Fund (YTD)
+0.93%
Peer Avg (YTD)
+0.15%
vs Peers
+0.78%

SBPAX Mutual Fund Performance

SBPAX performance across multiple time periods: 1-month -0.11%, YTD 0.93%, 1-year 5.30%, 3-year 3.89%, 5-year 0.13%, 10-year 1.55%.

SBPAX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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