SPFAX Mutual Fund

SPFAX Mutual Fund

NAV$32.90
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Returns Overview

1 Month
+3.45%
3 Months
-2.51%
6 Months
+13.58%
YTD
+6.39%
1 Year
+11.52%
3 Years (annualized)
+21.08%
5 Years (annualized)
+6.96%
10 Years (annualized)
+16.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPFAX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.39%
Peer Avg (YTD)
+8.51%
vs Peers
-2.12%

SPFAX Mutual Fund Performance

SPFAX performance across multiple time periods: 1-month 3.45%, YTD 6.39%, 1-year 11.52%, 3-year 21.08%, 5-year 6.96%, 10-year 16.71%.

SPFAX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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