SPTOX Mutual Fund

SPTOX Mutual Fund

NAV$27.38
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Returns Overview

1 Month
-4.48%
3 Months
+4.89%
6 Months
+13.59%
YTD
+16.23%
1 Year
+29.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPTOX 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)
+16.23%
Peer Avg (YTD)
+6.99%
vs Peers
+9.24%

SPTOX Mutual Fund Performance

SPTOX performance across multiple time periods: 1-month -4.48%, YTD 16.23%, 1-year 29.03%.

SPTOX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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