SFPCX Mutual Fund

SFPCX Mutual Fund

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Returns Overview

6 Months
-2.40%
1 Year
+3.73%
3 Years (annualized)
+17.14%
5 Years (annualized)
+6.16%
10 Years (annualized)
+8.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFPCX 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
Lipper Financial Services Index

SFPCX Mutual Fund Performance

SFPCX performance across multiple time periods: 1-year 3.73%, 3-year 17.14%, 5-year 6.16%, 10-year 8.35%.

SFPCX returns can be compared against peers and benchmarks. With an expense ratio of 4.88%, investors should weigh costs against performance when evaluating this mutual fund.

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