SFBPX Mutual Fund

SFBPX Mutual Fund

NAV$12.11
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Returns Overview

1 Month
-2.50%
3 Months
-2.35%
6 Months
+6.30%
YTD
+5.66%
1 Year
+8.49%
3 Years (annualized)
+12.61%
5 Years (annualized)
+5.26%
10 Years (annualized)
+7.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFBPX 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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+5.66%
Peer Avg (YTD)
+4.96%
vs Peers
+0.69%

SFBPX Mutual Fund Performance

SFBPX performance across multiple time periods: 1-month -2.50%, YTD 5.66%, 1-year 8.49%, 3-year 12.61%, 5-year 5.26%, 10-year 7.52%.

SFBPX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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