SPIAX Mutual Fund

SPIAX Mutual Fund

NAV$79.29
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Returns Overview

1 Month
-0.92%
3 Months
+1.33%
6 Months
+5.44%
YTD
+11.04%
1 Year
+11.51%
3 Years (annualized)
+22.73%
5 Years (annualized)
+11.45%
10 Years (annualized)
+14.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPIAX 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)
+11.04%
Peer Avg (YTD)
+9.28%
vs Peers
+1.76%

SPIAX Mutual Fund Performance

SPIAX performance across multiple time periods: 1-month -0.92%, YTD 11.04%, 1-year 11.51%, 3-year 22.73%, 5-year 11.45%, 10-year 14.81%.

SPIAX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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