SPIAX Mutual Fund

SPIAX Mutual Fund

NAV$82.27
See how much of SPIAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.40%
3 Months
+2.17%
6 Months
+17.54%
YTD
+12.06%
1 Year
+15.13%
3 Years (annualized)
+20.39%
5 Years (annualized)
+12.18%
10 Years (annualized)
+14.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPIAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.06%
Peer Avg (YTD)
+9.98%
vs Peers
+2.08%

SPIAX Mutual Fund Performance

SPIAX performance across multiple time periods: 1-month -0.40%, YTD 12.06%, 1-year 15.13%, 3-year 20.39%, 5-year 12.18%, 10-year 14.75%.

SPIAX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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