SPTNX Mutual Fund

SPTNX Mutual Fund

NAV$28.08
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Returns Overview

1 Month
-4.45%
3 Months
+4.80%
6 Months
+14.53%
YTD
+17.12%
1 Year
+29.06%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+17.12%
Peer Avg (YTD)
+6.99%
vs Peers
+10.13%

SPTNX Mutual Fund Performance

SPTNX performance across multiple time periods: 1-month -4.45%, YTD 17.12%, 1-year 29.06%.

SPTNX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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