SPDAX Mutual Fund

NAV$12.77

Returns Overview

1 Month
-2.00%
3 Months
-0.85%
6 Months
-1.47%
1 Year
+8.71%
3 Years (annualized)
+7.82%
5 Years (annualized)
+2.79%
10 Years (annualized)
+4.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPDAX 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
MSCI ACWI All Cap Index(MSCIACWIALLCI)

SPDAX Mutual Fund Performance

SPDAX performance across multiple time periods: 1-month -2.00%, 1-year 8.71%, 3-year 7.82%, 5-year 2.79%, 10-year 4.84%.

SPDAX returns can be compared against peers and benchmarks. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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