SPBAX Mutual Fund

NAV$12.97

Returns Overview

1 Month
-0.04%
3 Months
+4.25%
6 Months
+3.78%
YTD
+3.69%
1 Year
+9.02%
3 Years (annualized)
+8.11%
5 Years (annualized)
+3.06%
10 Years (annualized)
+5.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPBAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI All Cap Index(MSCIACWIALLCI)
This Mutual Fund (YTD)
+3.69%
Peer Avg (YTD)
+4.14%
vs Peers
-0.45%

SPBAX Mutual Fund Performance

SPBAX performance across multiple time periods: 1-month -0.04%, YTD 3.69%, 1-year 9.02%, 3-year 8.11%, 5-year 3.06%, 10-year 5.05%.

SPBAX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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