SPTAX Mutual Fund

NAV$22.99

Returns Overview

1 Month
-0.53%
3 Months
+9.48%
6 Months
+7.89%
YTD
+7.49%
1 Year
+15.52%

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
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

This Mutual Fund (YTD)
+7.49%
Peer Avg (YTD)
+7.64%
vs Peers
-0.15%

SPTAX Mutual Fund Performance

SPTAX performance across multiple time periods: 1-month -0.53%, YTD 7.49%, 1-year 15.52%.

SPTAX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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