SPWAX Mutual Fund

NAV$13.60

Returns Overview

1 Month
+3.28%
3 Months
+20.98%
6 Months
+18.19%
YTD
+16.30%
1 Year
+28.12%
3 Years (annualized)
+16.95%
5 Years (annualized)
+5.77%
10 Years (annualized)
+12.50%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+16.30%
Peer Avg (YTD)
+9.51%
vs Peers
+6.79%

SPWAX Mutual Fund Performance

SPWAX performance across multiple time periods: 1-month 3.28%, YTD 16.30%, 1-year 28.12%, 3-year 16.95%, 5-year 5.77%, 10-year 12.50%.

SPWAX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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