SPFCX Mutual Fund

NAV$20.06

Returns Overview

1 Month
-3.56%
3 Months
+1.21%
6 Months
+3.56%
YTD
+1.16%
1 Year
+11.99%
3 Years (annualized)
+20.23%
5 Years (annualized)
+10.63%
10 Years (annualized)
+23.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPFCX 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)
+1.16%
Peer Avg (YTD)
+8.97%
vs Peers
-7.81%

SPFCX Mutual Fund Performance

SPFCX performance across multiple time periods: 1-month -3.56%, YTD 1.16%, 1-year 11.99%, 3-year 20.23%, 5-year 10.63%, 10-year 23.47%.

SPFCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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