SFPIX Mutual Fund

NAV$0.22

Returns Overview

3 Months
-1.37%
6 Months
-3.58%
YTD
+0.14%
1 Year
+0.85%
3 Years
+13.94%
5 Years
+11.92%
10 Years
+13.55%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SFPIX 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)
+0.14%
Peer Avg (YTD)
+2.40%
vs Peers
-2.26%

SFPIX Mutual Fund Performance

SFPIX performance across multiple time periods: YTD 0.14%, 1-year 0.85%, 3-year 13.94%, 5-year 11.92%, 10-year 13.55%.

SFPIX returns trail the peer average of 2.40% YTD. With an expense ratio of 3.88%, investors should weigh costs against performance when evaluating this mutual fund.

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