SPWAX Mutual Fund

SPWAX Mutual Fund

NAV$13.24
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Returns Overview

1 Month
-5.92%
3 Months
+1.48%
6 Months
+7.16%
YTD
+11.19%
1 Year
+18.46%
3 Years (annualized)
+14.36%
5 Years (annualized)
+4.55%
10 Years (annualized)
+11.42%

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)
+11.19%
Peer Avg (YTD)
+9.41%
vs Peers
+1.78%

SPWAX Mutual Fund Performance

SPWAX performance across multiple time periods: 1-month -5.92%, YTD 11.19%, 1-year 18.46%, 3-year 14.36%, 5-year 4.55%, 10-year 11.42%.

SPWAX returns outperform the peer average of 9.41% 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.