SAPYX Mutual Fund

NAV$36.44

Returns Overview

1 Month
+1.39%
3 Months
+1.36%
6 Months
+3.76%
YTD
+5.72%
1 Year
+11.92%
3 Years (annualized)
+15.93%
5 Years (annualized)
+11.04%
10 Years (annualized)
+13.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAPYX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.72%
Peer Avg (YTD)
+9.57%
vs Peers
-3.86%

SAPYX Mutual Fund Performance

SAPYX performance across multiple time periods: 1-month 1.39%, YTD 5.72%, 1-year 11.92%, 3-year 15.93%, 5-year 11.04%, 10-year 13.46%.

SAPYX returns trail the peer average of 9.57% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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