SPFAX Mutual Fund

SPFAX Mutual Fund

NAV$31.07
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Returns Overview

1 Month
-2.28%
3 Months
+2.67%
6 Months
+5.26%
YTD
+2.84%
1 Year
+7.80%
3 Years (annualized)
+19.29%
5 Years (annualized)
+7.11%
10 Years (annualized)
+16.24%

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)
+2.84%
Peer Avg (YTD)
+6.23%
vs Peers
-3.39%

SPFAX Mutual Fund Performance

SPFAX performance across multiple time periods: 1-month -2.28%, YTD 2.84%, 1-year 7.80%, 3-year 19.29%, 5-year 7.11%, 10-year 16.24%.

SPFAX returns trail the peer average of 6.23% 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.