SAPEX Mutual Fund

SAPEX Mutual Fund

NAV$19.36
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Returns Overview

1 Month
-2.31%
3 Months
+2.36%
6 Months
-3.25%
YTD
-3.40%
1 Year
+5.88%
3 Years (annualized)
+8.62%
5 Years (annualized)
-0.02%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAPEX 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 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
-3.40%
Peer Avg (YTD)
+5.87%
vs Peers
-9.26%

SAPEX Mutual Fund Performance

SAPEX performance across multiple time periods: 1-month -2.31%, YTD -3.40%, 1-year 5.88%, 3-year 8.62%, 5-year -0.02%, 10-year 9.04%.

SAPEX returns trail the peer average of 5.87% YTD. With an expense ratio of 2.88%, investors should weigh costs against performance when evaluating this mutual fund.

SAPEX performance comparison shows side-by-side returns with another fund. SAPEX alternatives are available in the Mutual Fund Screener.