SUPAX Mutual Fund

NAV$25.11

Returns Overview

1 Month
+0.08%
3 Months
+16.65%
6 Months
+10.69%
YTD
+10.38%
1 Year
+24.31%
3 Years (annualized)
+19.89%
5 Years (annualized)
+11.73%
10 Years (annualized)
+10.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUPAX 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 Target Risk Moderate Index(^SPTGMU:SP)
This Mutual Fund (YTD)
+10.38%
Peer Avg (YTD)
+9.51%
vs Peers
+0.87%

SUPAX Mutual Fund Performance

SUPAX performance across multiple time periods: 1-month 0.08%, YTD 10.38%, 1-year 24.31%, 3-year 19.89%, 5-year 11.73%, 10-year 10.73%.

SUPAX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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