SPWAX Mutual Fund

SPWAX Mutual Fund

NAV$13.26
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Returns Overview

1 Month
-2.51%
3 Months
-4.77%
6 Months
+15.21%
YTD
+10.76%
1 Year
+12.14%
3 Years (annualized)
+16.28%
5 Years (annualized)
+4.79%
10 Years (annualized)
+11.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPWAX 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 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+10.76%
Peer Avg (YTD)
+9.98%
vs Peers
+0.77%

SPWAX Mutual Fund Performance

SPWAX performance across multiple time periods: 1-month -2.51%, YTD 10.76%, 1-year 12.14%, 3-year 16.28%, 5-year 4.79%, 10-year 11.71%.

SPWAX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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