SPQAX Mutual Fund

SPQAX Mutual Fund

NAV$17.90
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Returns Overview

1 Month
+5.34%
3 Months
+16.20%
6 Months
+22.91%
YTD
+21.48%
1 Year
+36.29%
3 Years (annualized)
+21.11%
5 Years (annualized)
+15.93%
10 Years (annualized)
+12.61%

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
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📉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
MSCI ACWI Net Dividend Index(M1WND)
This Mutual Fund (YTD)
+21.48%
Peer Avg (YTD)
+9.49%
vs Peers
+11.99%

SPQAX Mutual Fund Performance

SPQAX performance across multiple time periods: 1-month 5.34%, YTD 21.48%, 1-year 36.29%, 3-year 21.11%, 5-year 15.93%, 10-year 12.61%.

SPQAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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