SBPLX Mutual Fund

SBPLX Mutual Fund

NAV$29.85
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Returns Overview

1 Month
+3.40%
3 Months
+3.20%
6 Months
+6.34%
YTD
+8.98%
1 Year
+15.86%
3 Years (annualized)
+13.19%
5 Years (annualized)
+9.69%
10 Years (annualized)
+11.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBPLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.98%
Peer Avg (YTD)
+9.41%
vs Peers
-0.43%

SBPLX Mutual Fund Performance

SBPLX performance across multiple time periods: 1-month 3.40%, YTD 8.98%, 1-year 15.86%, 3-year 13.19%, 5-year 9.69%, 10-year 11.27%.

SBPLX returns trail the peer average of 9.41% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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