SPSAX Mutual Fund

SPSAX Mutual Fund

NAV$23.72
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Returns Overview

1 Month
+2.07%
3 Months
+8.63%
6 Months
+18.05%
YTD
+23.22%
1 Year
+37.30%
3 Years (annualized)
+16.69%
5 Years (annualized)
+11.25%
10 Years (annualized)
+11.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPSAX 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
Bloomberg US 2000 Value Index(^BUS2000VII)
This Mutual Fund (YTD)
+23.22%
Peer Avg (YTD)
+15.31%
vs Peers
+7.91%

SPSAX Mutual Fund Performance

SPSAX performance across multiple time periods: 1-month 2.07%, YTD 23.22%, 1-year 37.30%, 3-year 16.69%, 5-year 11.25%, 10-year 11.27%.

SPSAX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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