SPATX Mutual Fund

SPATX Mutual Fund

NAV$14.04
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Returns Overview

1 Month
+2.94%
3 Months
+6.54%
6 Months
+8.02%
YTD
+13.63%
1 Year
+16.24%
3 Years (annualized)
+10.40%
5 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPATX 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
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📉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
HFRI FOF Conservative USD(^HFRIFOF)
This Mutual Fund (YTD)
+13.63%
Peer Avg (YTD)
+5.40%
vs Peers
+8.22%

SPATX Mutual Fund Performance

SPATX performance across multiple time periods: 1-month 2.94%, YTD 13.63%, 1-year 16.24%, 3-year 10.40%, 5-year 9.74%.

SPATX returns outperform the peer average of 5.40% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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