SBPYX Mutual Fund

SBPYX Mutual Fund

NAV$39.75
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Returns Overview

1 Month
+0.52%
3 Months
-0.32%
6 Months
+6.23%
YTD
+11.95%
1 Year
+10.75%
3 Years (annualized)
+9.88%
5 Years (annualized)
-0.47%
10 Years (annualized)
+10.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBPYX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+11.95%
Peer Avg (YTD)
+15.20%
vs Peers
-3.25%

SBPYX Mutual Fund Performance

SBPYX performance across multiple time periods: 1-month 0.52%, YTD 11.95%, 1-year 10.75%, 3-year 9.88%, 5-year -0.47%, 10-year 10.41%.

SBPYX returns trail the peer average of 15.20% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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