SPFAX Mutual Fund

SPFAX Mutual Fund

NAV$30.11
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Returns Overview

1 Month
-5.12%
3 Months
+0.59%
6 Months
+3.28%
YTD
+3.45%
1 Year
-0.31%
3 Years (annualized)
+22.65%
5 Years (annualized)
+5.90%
10 Years (annualized)
+16.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPFAX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.45%
Peer Avg (YTD)
+5.23%
vs Peers
-1.78%

SPFAX Mutual Fund Performance

SPFAX performance across multiple time periods: 1-month -5.12%, YTD 3.45%, 1-year -0.31%, 3-year 22.65%, 5-year 5.90%, 10-year 16.40%.

SPFAX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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