SFPAX Mutual Fund

SFPAX Mutual Fund

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Returns Overview

6 Months
-11.07%
1 Year
-6.93%
3 Years (annualized)
+11.21%
5 Years (annualized)
+1.76%
10 Years (annualized)
+6.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFPAX 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
PROUpgrade to run
🏦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
Lipper Financial Services Index

SFPAX Mutual Fund Performance

SFPAX performance across multiple time periods: 1-year -6.93%, 3-year 11.21%, 5-year 1.76%, 10-year 6.29%.

SFPAX returns can be compared against peers and benchmarks. With an expense ratio of 4.23%, investors should weigh costs against performance when evaluating this mutual fund.

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