SBSPX Mutual Fund

SBSPX Mutual Fund

NAV$58.93
See how much of SBSPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.91%
3 Months
+1.38%
6 Months
+5.47%
YTD
+11.09%
1 Year
+11.54%
3 Years (annualized)
+22.76%
5 Years (annualized)
+11.50%
10 Years (annualized)
+14.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SBSPX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.09%
Peer Avg (YTD)
+9.28%
vs Peers
+1.81%

SBSPX Mutual Fund Performance

SBSPX performance across multiple time periods: 1-month -0.91%, YTD 11.09%, 1-year 11.54%, 3-year 22.76%, 5-year 11.50%, 10-year 14.82%.

SBSPX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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