SUPAX Mutual Fund

SUPAX Mutual Fund

NAV$24.65
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Returns Overview

1 Month
+1.29%
3 Months
+6.94%
6 Months
+10.34%
YTD
+11.81%
1 Year
+23.13%
3 Years (annualized)
+19.36%
5 Years (annualized)
+11.96%
10 Years (annualized)
+10.60%

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
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

Benchmark
S&P Target Risk Moderate Index(^SPTGMU:SP)
This Mutual Fund (YTD)
+11.81%
Peer Avg (YTD)
+9.41%
vs Peers
+2.39%

SUPAX Mutual Fund Performance

SUPAX performance across multiple time periods: 1-month 1.29%, YTD 11.81%, 1-year 23.13%, 3-year 19.36%, 5-year 11.96%, 10-year 10.60%.

SUPAX returns outperform the peer average of 9.41% 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.