SPTBX Mutual Fund

SPTBX Mutual Fund

NAV$28.79
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Returns Overview

1 Month
+3.82%
3 Months
-1.13%
6 Months
+15.60%
YTD
+21.57%
1 Year
+31.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPTBX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+21.57%
Peer Avg (YTD)
+8.76%
vs Peers
+12.81%

SPTBX Mutual Fund Performance

SPTBX performance across multiple time periods: 1-month 3.82%, YTD 21.57%, 1-year 31.87%.

SPTBX returns outperform the peer average of 8.76% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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