SPECX Mutual Fund

SPECX Mutual Fund

NAV$36.65
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Returns Overview

1 Month
-6.18%
3 Months
+2.23%
6 Months
+6.44%
YTD
+4.33%
1 Year
+14.17%
3 Years (annualized)
+28.67%
5 Years (annualized)
+11.56%
10 Years (annualized)
+16.63%

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)
+4.33%
Peer Avg (YTD)
+6.23%
vs Peers
-1.91%

SPECX Mutual Fund Performance

SPECX performance across multiple time periods: 1-month -6.18%, YTD 4.33%, 1-year 14.17%, 3-year 28.67%, 5-year 11.56%, 10-year 16.63%.

SPECX returns trail the peer average of 6.23% 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.