SPECX Mutual Fund

SPECX Mutual Fund

NAV$38.90
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Returns Overview

1 Month
+3.36%
3 Months
-4.36%
6 Months
+15.03%
YTD
+7.83%
1 Year
+16.45%
3 Years (annualized)
+30.46%
5 Years (annualized)
+17.03%
10 Years (annualized)
+23.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPECX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.83%
Peer Avg (YTD)
+8.51%
vs Peers
-0.68%

SPECX Mutual Fund Performance

SPECX performance across multiple time periods: 1-month 3.36%, YTD 7.83%, 1-year 16.45%, 3-year 30.46%, 5-year 17.03%, 10-year 23.78%.

SPECX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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