SABPX Mutual Fund

SABPX Mutual Fund

NAV$17.67
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Returns Overview

1 Month
-1.94%
3 Months
-0.72%
6 Months
+4.92%
YTD
+6.87%
1 Year
+8.81%
3 Years (annualized)
+13.74%
5 Years (annualized)
+6.31%
10 Years (annualized)
+8.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SABPX 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 EAFE Index Total Return
This Mutual Fund (YTD)
+6.87%
Peer Avg (YTD)
+4.97%
vs Peers
+1.90%

SABPX Mutual Fund Performance

SABPX performance across multiple time periods: 1-month -1.94%, YTD 6.87%, 1-year 8.81%, 3-year 13.74%, 5-year 6.31%, 10-year 8.17%.

SABPX returns outperform the peer average of 4.97% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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