SPALX Mutual Fund

SPALX Mutual Fund

NAV$11.65
See how much of SPALX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.31%
3 Months
-0.24%
6 Months
+0.24%
YTD
+0.78%
1 Year
+5.92%
3 Years (annualized)
+2.85%
5 Years (annualized)
-0.46%
10 Years (annualized)
+1.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPALX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Pennsylvania Municipal Bond Index(^BBPAMUB)
This Mutual Fund (YTD)
+0.78%
Peer Avg (YTD)
+0.23%
vs Peers
+0.55%

SPALX Mutual Fund Performance

SPALX performance across multiple time periods: 1-month -1.31%, YTD 0.78%, 1-year 5.92%, 3-year 2.85%, 5-year -0.46%, 10-year 1.02%.

SPALX returns outperform the peer average of 0.23% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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