SPDAX Mutual Fund

SPDAX Mutual Fund

NAV$12.57
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Returns Overview

1 Month
+1.09%
3 Months
-0.19%
6 Months
+0.86%
YTD
+3.39%
1 Year
+6.70%
3 Years (annualized)
+8.34%
5 Years (annualized)
+1.51%
10 Years (annualized)
+4.16%

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)
+3.39%
Peer Avg (YTD)
+3.78%
vs Peers
-0.39%

SPDAX Mutual Fund Performance

SPDAX performance across multiple time periods: 1-month 1.09%, YTD 3.39%, 1-year 6.70%, 3-year 8.34%, 5-year 1.51%, 10-year 4.16%.

SPDAX returns trail the peer average of 3.78% 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.