SPEM ETF

$46.98

Returns Overview

1 Month
+5.81%
3 Months
+5.94%
6 Months
+16.55%
YTD
+4.35%
1 Year
+31.76%
3 Years
+15.11%
5 Years
+5.78%
10 Years
+10.26%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SPEM 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
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📉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

+5.81%

3 Months Performance

+5.94%

6 Months Performance

+16.55%

1 Year Performance

+31.76%

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index(NA)
This ETF (YTD)
+4.35%
Peer Avg (YTD)
+5.89%
vs Peers
-1.54%

SPEM ETF Performance

SPEM performance across multiple time periods: 1-month 5.81%, YTD 4.35%, 1-year 31.76%, 3-year 15.11%, 5-year 5.78%, 10-year 10.26%.

SPEM returns trail the peer average of 5.89% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+5.81%N/A
3 Months+5.94%N/A
6 Months+16.55%N/A
1 Year+31.76%N/A
3 Years+15.11%N/A
5 Years+5.78%N/A

All returns shown are total returns, not annualized