SPFCX Mutual Fund

SPFCX Mutual Fund

NAV$21.94
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Returns Overview

1 Month
+2.38%
3 Months
+3.37%
6 Months
+23.00%
YTD
+8.42%
1 Year
+8.51%
3 Years (annualized)
+20.20%
5 Years (annualized)
+6.15%
10 Years (annualized)
+15.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPFCX 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)
+8.42%
Peer Avg (YTD)
+8.68%
vs Peers
-0.26%

SPFCX Mutual Fund Performance

SPFCX performance across multiple time periods: 1-month 2.38%, YTD 8.42%, 1-year 8.51%, 3-year 20.20%, 5-year 6.15%, 10-year 15.87%.

SPFCX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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