SPFZX Mutual Fund

SPFZX Mutual Fund

NAV$35.41
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Returns Overview

1 Month
-2.26%
3 Months
+2.73%
6 Months
+5.39%
YTD
+3.01%
1 Year
+8.09%
3 Years (annualized)
+19.61%
5 Years (annualized)
+7.41%
10 Years (annualized)
+16.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPFZX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.01%
Peer Avg (YTD)
+6.23%
vs Peers
-3.23%

SPFZX Mutual Fund Performance

SPFZX performance across multiple time periods: 1-month -2.26%, YTD 3.01%, 1-year 8.09%, 3-year 19.61%, 5-year 7.41%, 10-year 16.62%.

SPFZX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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