SPSAX Mutual Fund

NAV$23.94

Returns Overview

1 Month
+5.17%
3 Months
+16.12%
6 Months
+21.48%
YTD
+20.72%
1 Year
+34.37%
3 Years (annualized)
+18.13%
5 Years (annualized)
+11.82%
10 Years (annualized)
+11.46%

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
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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US 2000 Value Index(^BUS2000VII)
This Mutual Fund (YTD)
+20.72%
Peer Avg (YTD)
+18.52%
vs Peers
+2.19%

SPSAX Mutual Fund Performance

SPSAX performance across multiple time periods: 1-month 5.17%, YTD 20.72%, 1-year 34.37%, 3-year 18.13%, 5-year 11.82%, 10-year 11.46%.

SPSAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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