SPEDX Mutual Fund

NAV$23.26

Returns Overview

1 Month
+3.31%
3 Months
+17.25%
6 Months
+9.74%
YTD
+9.25%
1 Year
+11.35%
3 Years (annualized)
+13.68%
5 Years (annualized)
+5.42%
10 Years (annualized)
+11.88%

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
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
HFRI Equity Hedge Total Index
This Mutual Fund (YTD)
+9.25%
Peer Avg (YTD)
+3.78%
vs Peers
+5.47%

SPEDX Mutual Fund Performance

SPEDX performance across multiple time periods: 1-month 3.31%, YTD 9.25%, 1-year 11.35%, 3-year 13.68%, 5-year 5.42%, 10-year 11.88%.

SPEDX returns outperform the peer average of 3.78% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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