SBPAX Mutual Fund

SBPAX Mutual Fund

NAV$11.59
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Returns Overview

1 Month
+3.05%
3 Months
-1.56%
6 Months
-1.74%
YTD
-0.54%
1 Year
-0.07%
3 Years (annualized)
+4.97%
5 Years (annualized)
+0.07%
10 Years (annualized)
+1.49%

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
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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
Bloomberg Barclays Pennsylvania Municipal Bond Index(^BBPAMUB)
This Mutual Fund (YTD)
-0.54%
Peer Avg (YTD)
-0.87%
vs Peers
+0.32%

SBPAX Mutual Fund Performance

SBPAX performance across multiple time periods: 1-month 3.05%, YTD -0.54%, 1-year -0.07%, 3-year 4.97%, 5-year 0.07%, 10-year 1.49%.

SBPAX returns outperform the peer average of -0.87% 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.