SAPEX Mutual Fund

NAV$18.73

Returns Overview

1 Month
-0.56%
3 Months
+1.50%
6 Months
+8.94%
YTD
-0.71%
1 Year
+14.60%
3 Years
+9.15%
5 Years
+3.42%
10 Years
+9.86%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SAPEX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-0.71%
Peer Avg (YTD)
+0.79%
vs Peers
-1.50%

SAPEX Mutual Fund Performance

SAPEX performance across multiple time periods: 1-month -0.56%, YTD -0.71%, 1-year 14.60%, 3-year 9.15%, 5-year 3.42%, 10-year 9.86%.

SAPEX returns trail the peer average of 0.79% YTD. With an expense ratio of 2.88%, investors should weigh costs against performance when evaluating this mutual fund.

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