SFBPX Mutual Fund

SFBPX Mutual Fund

NAV$12.15
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Returns Overview

1 Month
+0.50%
3 Months
-0.67%
6 Months
+1.21%
YTD
+6.18%
1 Year
+7.80%
3 Years (annualized)
+14.38%
5 Years (annualized)
+4.79%
10 Years (annualized)
+7.46%

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)
+6.18%
Peer Avg (YTD)
+5.30%
vs Peers
+0.88%

SFBPX Mutual Fund Performance

SFBPX performance across multiple time periods: 1-month 0.50%, YTD 6.18%, 1-year 7.80%, 3-year 14.38%, 5-year 4.79%, 10-year 7.46%.

SFBPX returns outperform the peer average of 5.30% 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.