SPE ETF

$13.51

Returns Overview

1 Month
-0.20%
3 Months
+5.64%
6 Months
+1.00%
YTD
+0.75%
1 Year
+0.60%
3 Years (annualized)
+13.79%
5 Years (annualized)
+8.76%
10 Years (annualized)
+11.66%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SPE 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 Total Return Index(^SP500TR:SP)
This ETF (YTD)
+0.75%
Peer Avg (YTD)
+5.87%
vs Peers
-5.11%

SPE ETF Performance

SPE performance across multiple time periods: 1-month -0.20%, YTD 0.75%, 1-year 0.60%, 3-year 13.79%, 5-year 8.76%, 10-year 11.66%.

SPE returns trail the peer average of 5.87% YTD. With an expense ratio of 4.89%, investors should weigh costs against performance when evaluating this ETF.

SPE performance comparison shows side-by-side returns with another fund. SPE alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.20%N/A
3 Months+5.64%N/A
6 Months+1.00%N/A
1 Year+0.60%N/A
3 Years+13.79%N/A
5 Years+8.76%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized