SPFEX Mutual Fund

SPFEX Mutual Fund

NAV$34.63
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Returns Overview

1 Month
+2.96%
3 Months
+1.13%
6 Months
+13.99%
YTD
+12.68%
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)
+12.68%
Peer Avg (YTD)
+11.21%
vs Peers
+1.46%

SPFEX Mutual Fund Performance

SPFEX performance across multiple time periods: 1-month 2.96%, YTD 12.68%, 1-year 18.70%, 3-year 19.50%.

SPFEX returns outperform the peer average of 11.21% 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.