SAPEX Mutual Fund

SAPEX Mutual Fund

NAV$19.14
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Returns Overview

1 Month
-0.58%
3 Months
-0.89%
6 Months
+1.45%
YTD
-4.26%
1 Year
-0.91%
3 Years (annualized)
+8.06%
5 Years (annualized)
+0.47%
10 Years (annualized)
+8.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAPEX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-4.26%
Peer Avg (YTD)
+4.96%
vs Peers
-9.22%

SAPEX Mutual Fund Performance

SAPEX performance across multiple time periods: 1-month -0.58%, YTD -4.26%, 1-year -0.91%, 3-year 8.06%, 5-year 0.47%, 10-year 8.51%.

SAPEX returns trail the peer average of 4.96% YTD. With an expense ratio of 2.88%, investors should weigh costs against performance when evaluating this mutual fund.

SAPEX vs another fund shows side-by-side returns. SAPEX alternatives are available in the Mutual Fund Screener.