SFPAX Mutual Fund

NAV$0.00

Returns Overview

3 Months
-11.07%
6 Months
-13.20%
YTD
-11.11%
1 Year
-9.43%
3 Years
+6.13%
5 Years
+5.21%
10 Years
+7.55%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SFPAX 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
Lipper Financial Services Index(NA)
This Mutual Fund (YTD)
-11.11%
Peer Avg (YTD)
+2.40%
vs Peers
-13.51%

SFPAX Mutual Fund Performance

SFPAX performance across multiple time periods: YTD -11.11%, 1-year -9.43%, 3-year 6.13%, 5-year 5.21%, 10-year 7.55%.

SFPAX returns trail the peer average of 2.40% YTD. With an expense ratio of 4.23%, investors should weigh costs against performance when evaluating this mutual fund.

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