SPAYX Mutual Fund

SPAYX Mutual Fund

NAV$10.07
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Returns Overview

1 Month
-3.54%
3 Months
-4.47%
6 Months
-3.16%
YTD
-3.70%
1 Year
-2.68%
3 Years (annualized)
+2.74%
5 Years (annualized)
-0.02%
10 Years (annualized)
+0.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPAYX 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 Pennsylvania Intermediate Municipal Index Return
This Mutual Fund (YTD)
-3.70%
Peer Avg (YTD)
-3.84%
vs Peers
+0.14%

SPAYX Mutual Fund Performance

SPAYX performance across multiple time periods: 1-month -3.54%, YTD -3.70%, 1-year -2.68%, 3-year 2.74%, 5-year -0.02%, 10-year 0.48%.

SPAYX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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