SPSAX Mutual Fund

SPSAX Mutual Fund

NAV$23.38
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Returns Overview

1 Month
-3.94%
3 Months
-2.29%
6 Months
+13.47%
YTD
+17.96%
1 Year
+20.81%
3 Years (annualized)
+17.79%
5 Years (annualized)
+12.38%
10 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPSAX 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
Bloomberg US 2000 Value Index(^BUS2000VII)
This Mutual Fund (YTD)
+17.96%
Peer Avg (YTD)
+10.34%
vs Peers
+7.62%

SPSAX Mutual Fund Performance

SPSAX performance across multiple time periods: 1-month -3.94%, YTD 17.96%, 1-year 20.81%, 3-year 17.79%, 5-year 12.38%, 10-year 11.12%.

SPSAX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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