SPAXX Mutual Fund

SPAXX Mutual Fund

NAV$1.00
See how much of SPAXX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.28%
3 Months
+0.55%
6 Months
+1.10%
YTD
+1.10%
1 Year
+2.68%
3 Years (annualized)
+3.88%
5 Years (annualized)
+2.97%
10 Years (annualized)
+1.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPAXX 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
FTSE 3 Month Treas Bill Local Currency(CFIIMU3L)
This Mutual Fund (YTD)
+1.10%
Peer Avg (YTD)
+1.18%
vs Peers
-0.07%

SPAXX Mutual Fund Performance

SPAXX performance across multiple time periods: 1-month 0.28%, YTD 1.10%, 1-year 2.68%, 3-year 3.88%, 5-year 2.97%, 10-year 1.86%.

SPAXX returns trail the peer average of 1.18% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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