SXPAX Mutual Fund

SXPAX Mutual Fund

NAV$60.14
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Returns Overview

1 Month
-0.10%
3 Months
+4.06%
6 Months
+7.11%
YTD
+9.80%
1 Year
+18.92%
3 Years (annualized)
+18.24%
5 Years (annualized)
+11.99%
10 Years (annualized)
+14.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SXPAX 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 500 Index(SPX)
This Mutual Fund (YTD)
+9.80%
Peer Avg (YTD)
+9.41%
vs Peers
+0.39%

SXPAX Mutual Fund Performance

SXPAX performance across multiple time periods: 1-month -0.10%, YTD 9.80%, 1-year 18.92%, 3-year 18.24%, 5-year 11.99%, 10-year 14.36%.

SXPAX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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