SPBAX Mutual Fund

SPBAX Mutual Fund

NAV$12.59
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Returns Overview

1 Month
+1.17%
3 Months
-0.12%
6 Months
+1.00%
YTD
+3.61%
1 Year
+7.00%
3 Years (annualized)
+8.64%
5 Years (annualized)
+1.76%
10 Years (annualized)
+4.42%

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
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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 ACWI All Cap Index(MSCIACWIALLCI)
This Mutual Fund (YTD)
+3.61%
Peer Avg (YTD)
+3.78%
vs Peers
-0.16%

SPBAX Mutual Fund Performance

SPBAX performance across multiple time periods: 1-month 1.17%, YTD 3.61%, 1-year 7.00%, 3-year 8.64%, 5-year 1.76%, 10-year 4.42%.

SPBAX returns trail the peer average of 3.78% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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