SAPYX Mutual Fund

SAPYX Mutual Fund

NAV$37.70
See how much of SAPYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.94%
3 Months
+2.20%
6 Months
+10.93%
YTD
+6.56%
1 Year
+7.95%
3 Years (annualized)
+16.58%
5 Years (annualized)
+10.72%
10 Years (annualized)
+13.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAPYX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.56%
Peer Avg (YTD)
+8.67%
vs Peers
-2.12%

SAPYX Mutual Fund Performance

SAPYX performance across multiple time periods: 1-month -0.94%, YTD 6.56%, 1-year 7.95%, 3-year 16.58%, 5-year 10.72%, 10-year 13.57%.

SAPYX returns trail the peer average of 8.67% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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