SPFIX Mutual Fund

NAV$94.44

Returns Overview

1 Month
-0.92%
3 Months
+15.02%
6 Months
+9.94%
YTD
+9.70%
1 Year
+21.87%
3 Years (annualized)
+27.17%
5 Years (annualized)
+17.88%
10 Years (annualized)
+19.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPFIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.70%
Peer Avg (YTD)
+9.51%
vs Peers
+0.20%

SPFIX Mutual Fund Performance

SPFIX performance across multiple time periods: 1-month -0.92%, YTD 9.70%, 1-year 21.87%, 3-year 27.17%, 5-year 17.88%, 10-year 19.42%.

SPFIX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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