SPFPX Mutual Fund

SPFPX Mutual Fund

NAV$7.19
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Returns Overview

3 Months
+0.88%
6 Months
+0.85%
1 Year
+0.49%
3 Years (annualized)
+3.71%
5 Years (annualized)
+2.16%
10 Years (annualized)
+2.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPFPX 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
Credit Suisse Leveraged Loan Index(^CSLLI)

SPFPX Mutual Fund Performance

SPFPX performance across multiple time periods: 1-year 0.49%, 3-year 3.71%, 5-year 2.16%, 10-year 2.71%.

SPFPX returns can be compared against peers and benchmarks. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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