SFPIX Mutual Fund

SFPIX Mutual Fund

NAV$0.22
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Returns Overview

6 Months
-1.37%
1 Year
+3.52%
3 Years (annualized)
+19.35%
5 Years (annualized)
+8.26%
10 Years (annualized)
+12.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SFPIX 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
Lipper Financial Services Index

SFPIX Mutual Fund Performance

SFPIX performance across multiple time periods: 1-year 3.52%, 3-year 19.35%, 5-year 8.26%, 10-year 12.22%.

SFPIX returns can be compared against peers and benchmarks. With an expense ratio of 3.88%, investors should weigh costs against performance when evaluating this mutual fund.

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