SPDCX Mutual Fund

SPDCX Mutual Fund

NAV$13.00
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Returns Overview

1 Month
-1.31%
3 Months
+0.08%
6 Months
+0.74%
YTD
+1.84%
1 Year
+6.45%
3 Years (annualized)
+6.62%
5 Years (annualized)
+1.95%
10 Years (annualized)
+3.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPDCX 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
MSCI ACWI All Cap Index(MSCIACWIALLCI)
This Mutual Fund (YTD)
+1.84%
Peer Avg (YTD)
+3.39%
vs Peers
-1.55%

SPDCX Mutual Fund Performance

SPDCX performance across multiple time periods: 1-month -1.31%, YTD 1.84%, 1-year 6.45%, 3-year 6.62%, 5-year 1.95%, 10-year 3.88%.

SPDCX returns trail the peer average of 3.39% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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