SPFYX Mutual Fund

NAV$7.23

Returns Overview

3 Months
+0.88%
6 Months
+0.85%
1 Year
+0.74%
3 Years (annualized)
+3.97%
5 Years (annualized)
+2.16%
10 Years (annualized)
+2.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

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

SPFYX Mutual Fund Performance

SPFYX performance across multiple time periods: 1-year 0.74%, 3-year 3.97%, 5-year 2.16%, 10-year 2.83%.

SPFYX returns can be compared against peers and benchmarks. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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