SPATX Mutual Fund

SPATX Mutual Fund

NAV$13.58
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Returns Overview

1 Month
+1.90%
3 Months
+2.29%
6 Months
+7.20%
YTD
+8.68%
1 Year
+14.02%
3 Years (annualized)
+10.57%
5 Years (annualized)
+9.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPATX 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
HFRI FOF Conservative USD(^HFRIFOF)
This Mutual Fund (YTD)
+8.68%
Peer Avg (YTD)
+2.39%
vs Peers
+6.29%

SPATX Mutual Fund Performance

SPATX performance across multiple time periods: 1-month 1.90%, YTD 8.68%, 1-year 14.02%, 3-year 10.57%, 5-year 9.33%.

SPATX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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