SPFCX Mutual Fund

SPFCX Mutual Fund

NAV$20.07
See how much of SPFCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.16%
3 Months
+0.39%
6 Months
+2.88%
YTD
+2.82%
1 Year
-1.04%
3 Years (annualized)
+21.73%
5 Years (annualized)
+5.09%
10 Years (annualized)
+15.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPFCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.82%
Peer Avg (YTD)
+5.23%
vs Peers
-2.41%

SPFCX Mutual Fund Performance

SPFCX performance across multiple time periods: 1-month -5.16%, YTD 2.82%, 1-year -1.04%, 3-year 21.73%, 5-year 5.09%, 10-year 15.53%.

SPFCX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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