SPQAX Mutual Fund

SPQAX Mutual Fund

NAV$17.19
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Returns Overview

1 Month
-3.24%
3 Months
-8.94%
6 Months
+5.81%
YTD
+10.62%
1 Year
+16.51%
3 Years (annualized)
+19.03%
5 Years (annualized)
+10.71%
10 Years (annualized)
+10.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPQAX 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
MSCI ACWI Net Dividend Index(M1WND)
This Mutual Fund (YTD)
+10.62%
Peer Avg (YTD)
+10.00%
vs Peers
+0.63%

SPQAX Mutual Fund Performance

SPQAX performance across multiple time periods: 1-month -3.24%, YTD 10.62%, 1-year 16.51%, 3-year 19.03%, 5-year 10.71%, 10-year 10.49%.

SPQAX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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