SPDCX Mutual Fund

NAV$12.99

Returns Overview

1 Month
-0.15%
3 Months
+3.97%
6 Months
+3.27%
YTD
+3.19%
1 Year
+7.94%
3 Years (annualized)
+6.82%
5 Years (annualized)
+1.92%
10 Years (annualized)
+4.05%

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
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
MSCI ACWI All Cap Index(MSCIACWIALLCI)
This Mutual Fund (YTD)
+3.19%
Peer Avg (YTD)
+4.14%
vs Peers
-0.95%

SPDCX Mutual Fund Performance

SPDCX performance across multiple time periods: 1-month -0.15%, YTD 3.19%, 1-year 7.94%, 3-year 6.82%, 5-year 1.92%, 10-year 4.05%.

SPDCX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.72%, investors should weigh costs against performance when evaluating this mutual fund.

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