SXPCX Mutual Fund

SXPCX Mutual Fund

NAV$60.62
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Returns Overview

1 Month
-0.45%
3 Months
+1.97%
6 Months
+18.39%
YTD
+12.69%
1 Year
+15.53%
3 Years (annualized)
+19.95%
5 Years (annualized)
+11.61%
10 Years (annualized)
+13.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SXPCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.69%
Peer Avg (YTD)
+9.98%
vs Peers
+2.71%

SXPCX Mutual Fund Performance

SXPCX performance across multiple time periods: 1-month -0.45%, YTD 12.69%, 1-year 15.53%, 3-year 19.95%, 5-year 11.61%, 10-year 13.74%.

SXPCX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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