SPFEX Mutual Fund

SPFEX Mutual Fund

NAV$34.02
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Returns Overview

1 Month
-0.66%
3 Months
+4.77%
6 Months
+8.87%
YTD
+9.44%
1 Year
+18.70%
3 Years (annualized)
+19.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPFEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.44%
Peer Avg (YTD)
+9.41%
vs Peers
+0.03%

SPFEX Mutual Fund Performance

SPFEX performance across multiple time periods: 1-month -0.66%, YTD 9.44%, 1-year 18.70%, 3-year 19.50%.

SPFEX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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