SAPCX Mutual Fund

NAV$34.56

Returns Overview

1 Month
-1.63%
3 Months
+8.25%
6 Months
+4.03%
YTD
+3.77%
1 Year
+10.80%
3 Years (annualized)
+14.78%
5 Years (annualized)
+9.90%
10 Years (annualized)
+12.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAPCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.77%
Peer Avg (YTD)
+9.57%
vs Peers
-5.80%

SAPCX Mutual Fund Performance

SAPCX performance across multiple time periods: 1-month -1.63%, YTD 3.77%, 1-year 10.80%, 3-year 14.78%, 5-year 9.90%, 10-year 12.31%.

SAPCX returns trail the peer average of 9.57% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

SAPCX performance comparison shows side-by-side returns with another fund. SAPCX alternatives are available in the Mutual Fund Screener.