SAPCX Mutual Fund

SAPCX Mutual Fund

NAV$34.92
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Returns Overview

1 Month
+2.13%
3 Months
+1.95%
6 Months
+4.10%
YTD
+5.98%
1 Year
+11.04%
3 Years (annualized)
+14.88%
5 Years (annualized)
+9.85%
10 Years (annualized)
+12.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAPCX 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)
+5.98%
Peer Avg (YTD)
+8.62%
vs Peers
-2.64%

SAPCX Mutual Fund Performance

SAPCX performance across multiple time periods: 1-month 2.13%, YTD 5.98%, 1-year 11.04%, 3-year 14.88%, 5-year 9.85%, 10-year 12.26%.

SAPCX returns trail the peer average of 8.62% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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