SPTNX Mutual Fund

NAV$28.35

Returns Overview

1 Month
-0.02%
3 Months
+25.50%
6 Months
+23.79%
YTD
+22.57%
1 Year
+38.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPTNX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

This Mutual Fund (YTD)
+22.57%
Peer Avg (YTD)
+7.64%
vs Peers
+14.93%

SPTNX Mutual Fund Performance

SPTNX performance across multiple time periods: 1-month -0.02%, YTD 22.57%, 1-year 38.09%.

SPTNX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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