SPFFX Mutual Fund

NAV$32.86

Returns Overview

1 Month
-0.81%
3 Months
+4.42%
6 Months
+6.79%
YTD
+8.41%
1 Year
+22.28%
3 Years (annualized)
+21.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPFFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.41%
Peer Avg (YTD)
+9.51%
vs Peers
-1.09%

SPFFX Mutual Fund Performance

SPFFX performance across multiple time periods: 1-month -0.81%, YTD 8.41%, 1-year 22.28%, 3-year 21.14%.

SPFFX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

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