SPTCX Mutual Fund

SPTCX Mutual Fund

NAV$24.98
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Returns Overview

1 Month
-5.17%
3 Months
+0.15%
6 Months
+4.54%
YTD
+15.20%
1 Year
+14.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPTCX 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
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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)
+15.20%
Peer Avg (YTD)
+6.70%
vs Peers
+8.50%

SPTCX Mutual Fund Performance

SPTCX performance across multiple time periods: 1-month -5.17%, YTD 15.20%, 1-year 14.42%.

SPTCX returns outperform the peer average of 6.70% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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