SPDAX Mutual Fund

SPDAX Mutual Fund

NAV$12.61
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Returns Overview

1 Month
+0.72%
3 Months
-0.81%
6 Months
-0.54%
YTD
+1.45%
1 Year
+1.98%
3 Years (annualized)
+9.38%
5 Years (annualized)
+1.16%
10 Years (annualized)
+4.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPDAX 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
MSCI ACWI All Cap Index(MSCIACWIALLCI)
This Mutual Fund (YTD)
+1.45%
Peer Avg (YTD)
+2.95%
vs Peers
-1.50%

SPDAX Mutual Fund Performance

SPDAX performance across multiple time periods: 1-month 0.72%, YTD 1.45%, 1-year 1.98%, 3-year 9.38%, 5-year 1.16%, 10-year 4.05%.

SPDAX returns trail the peer average of 2.95% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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