SPTAX Mutual Fund

SPTAX Mutual Fund

NAV$23.07
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Returns Overview

1 Month
-1.79%
3 Months
+1.20%
6 Months
+4.27%
YTD
+5.56%
1 Year
+12.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPTAX 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

This Mutual Fund (YTD)
+5.56%
Peer Avg (YTD)
+6.99%
vs Peers
-1.43%

SPTAX Mutual Fund Performance

SPTAX performance across multiple time periods: 1-month -1.79%, YTD 5.56%, 1-year 12.39%.

SPTAX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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