SPATX Mutual Fund

NAV$13.33

Returns Overview

1 Month
-0.30%
3 Months
+1.39%
6 Months
+6.91%
YTD
+6.65%
1 Year
+13.02%
3 Years (annualized)
+9.78%
5 Years (annualized)
+8.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPATX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
HFRI FOF Conservative USD(^HFRIFOF)
This Mutual Fund (YTD)
+6.65%
Peer Avg (YTD)
+3.47%
vs Peers
+3.18%

SPATX Mutual Fund Performance

SPATX performance across multiple time periods: 1-month -0.30%, YTD 6.65%, 1-year 13.02%, 3-year 9.78%, 5-year 8.80%.

SPATX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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