SCBPX Mutual Fund

SCBPX Mutual Fund

NAV$17.16
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Returns Overview

1 Month
+1.17%
3 Months
+1.31%
6 Months
+4.48%
YTD
+7.93%
1 Year
+12.58%
3 Years (annualized)
+12.86%
5 Years (annualized)
+5.48%
10 Years (annualized)
+7.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCBPX 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
MSCI EAFE Index Total Return
This Mutual Fund (YTD)
+7.93%
Peer Avg (YTD)
+6.28%
vs Peers
+1.64%

SCBPX Mutual Fund Performance

SCBPX performance across multiple time periods: 1-month 1.17%, YTD 7.93%, 1-year 12.58%, 3-year 12.86%, 5-year 5.48%, 10-year 7.34%.

SCBPX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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