SPFIX Mutual Fund

SPFIX Mutual Fund

NAV$94.96
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Returns Overview

1 Month
+2.70%
3 Months
+1.69%
6 Months
+12.15%
YTD
+12.59%
1 Year
+19.93%
3 Years (annualized)
+27.67%
5 Years (annualized)
+17.28%
10 Years (annualized)
+19.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPFIX 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)
+12.59%
Peer Avg (YTD)
+11.21%
vs Peers
+1.38%

SPFIX Mutual Fund Performance

SPFIX performance across multiple time periods: 1-month 2.70%, YTD 12.59%, 1-year 19.93%, 3-year 27.67%, 5-year 17.28%, 10-year 19.30%.

SPFIX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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