SBPLX Mutual Fund

SBPLX Mutual Fund

NAV$31.33
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Returns Overview

1 Month
+5.44%
3 Months
+1.65%
6 Months
+4.90%
YTD
+10.78%
1 Year
+14.32%
3 Years (annualized)
+16.63%
5 Years (annualized)
+8.81%
10 Years (annualized)
+11.69%

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)
+10.78%
Peer Avg (YTD)
+9.28%
vs Peers
+1.50%

SBPLX Mutual Fund Performance

SBPLX performance across multiple time periods: 1-month 5.44%, YTD 10.78%, 1-year 14.32%, 3-year 16.63%, 5-year 8.81%, 10-year 11.69%.

SBPLX returns outperform the peer average of 9.28% 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.