SPFZX Mutual Fund

NAV$35.43

Returns Overview

1 Month
-3.54%
3 Months
+19.24%
6 Months
+4.95%
YTD
+5.39%
1 Year
+13.11%
3 Years (annualized)
+21.46%
5 Years (annualized)
+10.67%
10 Years (annualized)
+22.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPFZX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.39%
Peer Avg (YTD)
+8.97%
vs Peers
-3.58%

SPFZX Mutual Fund Performance

SPFZX performance across multiple time periods: 1-month -3.54%, YTD 5.39%, 1-year 13.11%, 3-year 21.46%, 5-year 10.67%, 10-year 22.85%.

SPFZX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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