SPFAX Mutual Fund

NAV$30.02

Returns Overview

1 Month
-3.50%
3 Months
+1.38%
6 Months
+3.95%
YTD
+1.56%
1 Year
+12.81%
3 Years (annualized)
+21.11%
5 Years (annualized)
+7.87%
10 Years (annualized)
+17.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPFAX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.56%
Peer Avg (YTD)
+8.97%
vs Peers
-7.42%

SPFAX Mutual Fund Performance

SPFAX performance across multiple time periods: 1-month -3.50%, YTD 1.56%, 1-year 12.81%, 3-year 21.11%, 5-year 7.87%, 10-year 17.27%.

SPFAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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