SPRAX Mutual Fund

SPRAX Mutual Fund

NAV$33.75
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Returns Overview

1 Month
-3.32%
3 Months
+0.90%
6 Months
+15.54%
YTD
+18.91%
1 Year
+23.89%
3 Years (annualized)
+18.43%
5 Years (annualized)
+10.34%
10 Years (annualized)
+9.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPRAX 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
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📉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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+18.91%
Peer Avg (YTD)
+6.72%
vs Peers
+12.18%

SPRAX Mutual Fund Performance

SPRAX performance across multiple time periods: 1-month -3.32%, YTD 18.91%, 1-year 23.89%, 3-year 18.43%, 5-year 10.34%, 10-year 9.01%.

SPRAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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