SBPLX

Mutual fund

$30.77 -$0.11 (-0.36%) NAV as of Oct 19, 2026

Prices on SharpeShare since Oct 20, 2021

52-week range

Low $27.84High $31.69

Has SBPLX beaten the S&P 500?

Over the last year (to Oct 19, 2026), SBPLX returned +11.0%; the S&P 500 (SPY) returned +16.6%.

Key figures vs the S&P 500

Annualized growth 
SBPLX
+11.0%
S&P 500
+16.6%
Largest decline 
SBPLX
8.1%
S&P 500
8.9%
Risk-adjusted return 
SBPLX
0.74
S&P 500
0.97
Downside risk-adjusted return 
SBPLX
1.07
S&P 500
1.43

Oct 17, 2025 – Oct 19, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodSBPLXS&P 500
1 month +1.9% +0.6%
3 months +0.8% +3.4%
Year to date +9.7% +13.3%
1 year +11.0% +16.6%
3 years (annualized) +15.6% +23.1%

Volatility (1-year, annualized): 9.6% · Largest decline (max drawdown, since Oct 2021): 19.7%

How are your investments doing?

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