SPEDX Mutual Fund

SPEDX Mutual Fund

NAV$23.00
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Returns Overview

1 Month
-5.80%
3 Months
+2.64%
6 Months
+5.43%
YTD
+2.92%
1 Year
+2.46%
3 Years (annualized)
+12.22%
5 Years (annualized)
+3.08%
10 Years (annualized)
+9.22%

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)
+2.92%
Peer Avg (YTD)
+4.85%
vs Peers
-1.93%

SPEDX Mutual Fund Performance

SPEDX performance across multiple time periods: 1-month -5.80%, YTD 2.92%, 1-year 2.46%, 3-year 12.22%, 5-year 3.08%, 10-year 9.22%.

SPEDX returns trail the peer average of 4.85% 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.