SPQAX Mutual Fund

SPQAX Mutual Fund

NAV$17.58
See how much of SPQAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.14%
3 Months
+2.21%
6 Months
+11.37%
YTD
+16.59%
1 Year
+29.99%
3 Years (annualized)
+17.98%
5 Years (annualized)
+11.27%
10 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPQAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Net Dividend Index(M1WND)
This Mutual Fund (YTD)
+16.59%
Peer Avg (YTD)
+11.41%
vs Peers
+5.18%

SPQAX Mutual Fund Performance

SPQAX performance across multiple time periods: 1-month -5.14%, YTD 16.59%, 1-year 29.99%, 3-year 17.98%, 5-year 11.27%, 10-year 10.30%.

SPQAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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