SFPCX Mutual Fund

NAV$0.00

Returns Overview

3 Months
-2.40%
6 Months
-4.01%
YTD
-2.44%
1 Year
+1.60%
3 Years
+12.06%
5 Years
+9.88%
10 Years
+9.61%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SFPCX 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)
-2.44%
Peer Avg (YTD)
+2.40%
vs Peers
-4.84%

SFPCX Mutual Fund Performance

SFPCX performance across multiple time periods: YTD -2.44%, 1-year 1.60%, 3-year 12.06%, 5-year 9.88%, 10-year 9.61%.

SFPCX returns trail the peer average of 2.40% YTD. With an expense ratio of 4.88%, investors should weigh costs against performance when evaluating this mutual fund.

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