SPEDX Mutual Fund

SPEDX Mutual Fund

NAV$23.59
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Returns Overview

1 Month
+0.48%
3 Months
-2.21%
6 Months
+8.89%
YTD
+3.41%
1 Year
+3.88%
3 Years (annualized)
+12.80%
5 Years (annualized)
+2.36%
10 Years (annualized)
+8.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPEDX 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
HFRI Equity Hedge Total Index
This Mutual Fund (YTD)
+3.41%
Peer Avg (YTD)
+6.23%
vs Peers
-2.81%

SPEDX Mutual Fund Performance

SPEDX performance across multiple time periods: 1-month 0.48%, YTD 3.41%, 1-year 3.88%, 3-year 12.80%, 5-year 2.36%, 10-year 8.62%.

SPEDX returns trail the peer average of 6.23% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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