SXPCX Mutual Fund

SXPCX Mutual Fund

NAV$59.90
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Returns Overview

1 Month
-0.17%
3 Months
+3.87%
6 Months
+9.06%
YTD
+10.32%
1 Year
+18.07%
3 Years (annualized)
+18.23%
5 Years (annualized)
+11.66%
10 Years (annualized)
+13.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SXPCX 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)
+10.32%
Peer Avg (YTD)
+9.41%
vs Peers
+0.91%

SXPCX Mutual Fund Performance

SXPCX performance across multiple time periods: 1-month -0.17%, YTD 10.32%, 1-year 18.07%, 3-year 18.23%, 5-year 11.66%, 10-year 13.44%.

SXPCX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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