SPWAX Mutual Fund

SPWAX Mutual Fund

NAV$12.96
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Returns Overview

1 Month
+1.37%
3 Months
+2.61%
6 Months
+4.13%
YTD
+12.27%
1 Year
+11.38%
3 Years (annualized)
+20.23%
5 Years (annualized)
+3.76%
10 Years (annualized)
+12.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPWAX 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

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+12.27%
Peer Avg (YTD)
+9.28%
vs Peers
+2.99%

SPWAX Mutual Fund Performance

SPWAX performance across multiple time periods: 1-month 1.37%, YTD 12.27%, 1-year 11.38%, 3-year 20.23%, 5-year 3.76%, 10-year 12.01%.

SPWAX returns outperform the peer average of 9.28% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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