SPFEX Mutual Fund

NAV$34.20

Returns Overview

1 Month
-1.13%
3 Months
+17.83%
6 Months
+10.28%
YTD
+10.17%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.17%
Peer Avg (YTD)
+9.51%
vs Peers
+0.66%

SPFEX Mutual Fund Performance

SPFEX performance across multiple time periods: 1-month -1.13%, YTD 10.17%.

SPFEX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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