SPALX Mutual Fund

SPALX Mutual Fund

NAV$11.16
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Returns Overview

1 Month
-4.44%
3 Months
-5.92%
6 Months
-3.90%
YTD
-3.93%
1 Year
-2.36%
3 Years (annualized)
+3.28%
5 Years (annualized)
-0.42%
10 Years (annualized)
+0.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPALX 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
Bloomberg Barclays Pennsylvania Municipal Bond Index(^BBPAMUB)
This Mutual Fund (YTD)
-3.93%
Peer Avg (YTD)
-3.84%
vs Peers
-0.09%

SPALX Mutual Fund Performance

SPALX performance across multiple time periods: 1-month -4.44%, YTD -3.93%, 1-year -2.36%, 3-year 3.28%, 5-year -0.42%, 10-year 0.99%.

SPALX returns trail the peer average of -3.84% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

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