SUPAX Mutual Fund

SUPAX Mutual Fund

NAV$25.09
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Returns Overview

1 Month
+2.42%
3 Months
+3.83%
6 Months
+14.57%
YTD
+14.52%
1 Year
+23.70%
3 Years (annualized)
+20.80%
5 Years (annualized)
+11.90%
10 Years (annualized)
+10.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SUPAX 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
S&P Target Risk Moderate Index(^SPTGMU:SP)
This Mutual Fund (YTD)
+14.52%
Peer Avg (YTD)
+11.21%
vs Peers
+3.30%

SUPAX Mutual Fund Performance

SUPAX performance across multiple time periods: 1-month 2.42%, YTD 14.52%, 1-year 23.70%, 3-year 20.80%, 5-year 11.90%, 10-year 10.82%.

SUPAX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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