SCBPX Mutual Fund

NAV$17.43

Returns Overview

1 Month
+0.20%
3 Months
+8.43%
6 Months
+7.21%
YTD
+6.75%
1 Year
+14.30%
3 Years (annualized)
+12.59%
5 Years (annualized)
+5.67%
10 Years (annualized)
+7.52%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI EAFE Index Total Return
This Mutual Fund (YTD)
+6.75%
Peer Avg (YTD)
+5.87%
vs Peers
+0.88%

SCBPX Mutual Fund Performance

SCBPX performance across multiple time periods: 1-month 0.20%, YTD 6.75%, 1-year 14.30%, 3-year 12.59%, 5-year 5.67%, 10-year 7.52%.

SCBPX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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