SXPRX Mutual Fund

NAV$60.67

Returns Overview

1 Month
-0.96%
3 Months
+15.17%
6 Months
+10.11%
YTD
+9.88%
1 Year
+22.07%
3 Years (annualized)
+20.32%
5 Years (annualized)
+13.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SXPRX 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)
+9.88%
Peer Avg (YTD)
+9.51%
vs Peers
+0.37%

SXPRX Mutual Fund Performance

SXPRX performance across multiple time periods: 1-month -0.96%, YTD 9.88%, 1-year 22.07%, 3-year 20.32%, 5-year 13.13%.

SXPRX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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