SPBAX Mutual Fund

SPBAX Mutual Fund

NAV$13.02
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Returns Overview

1 Month
-1.23%
3 Months
+0.33%
6 Months
+1.23%
YTD
+2.42%
1 Year
+7.51%
3 Years (annualized)
+7.18%
5 Years (annualized)
+2.67%
10 Years (annualized)
+4.70%

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)
+2.42%
Peer Avg (YTD)
+3.39%
vs Peers
-0.97%

SPBAX Mutual Fund Performance

SPBAX performance across multiple time periods: 1-month -1.23%, YTD 2.42%, 1-year 7.51%, 3-year 7.18%, 5-year 2.67%, 10-year 4.70%.

SPBAX returns trail the peer average of 3.39% 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.