SXPCX Mutual Fund

NAV$60.25

Returns Overview

1 Month
+0.03%
3 Months
+16.10%
6 Months
+10.73%
YTD
+10.51%
1 Year
+22.12%
3 Years (annualized)
+19.52%
5 Years (annualized)
+12.21%
10 Years (annualized)
+13.86%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.51%
Peer Avg (YTD)
+9.51%
vs Peers
+1.00%

SXPCX Mutual Fund Performance

SXPCX performance across multiple time periods: 1-month 0.03%, YTD 10.51%, 1-year 22.12%, 3-year 19.52%, 5-year 12.21%, 10-year 13.86%.

SXPCX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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