SPDAX Mutual Fund

SPDAX Mutual Fund

NAV$13.04
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Returns Overview

1 Month
-1.23%
3 Months
+0.27%
6 Months
+1.09%
YTD
+2.27%
1 Year
+7.21%
3 Years (annualized)
+6.87%
5 Years (annualized)
+2.40%
10 Years (annualized)
+4.50%

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)
+2.27%
Peer Avg (YTD)
+3.39%
vs Peers
-1.11%

SPDAX Mutual Fund Performance

SPDAX performance across multiple time periods: 1-month -1.23%, YTD 2.27%, 1-year 7.21%, 3-year 6.87%, 5-year 2.40%, 10-year 4.50%.

SPDAX returns trail the peer average of 3.39% 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.