SPEGX Mutual Fund

SPEGX Mutual Fund

NAV$22.72
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Returns Overview

1 Month
+2.39%
3 Months
-2.15%
6 Months
+13.91%
YTD
+9.54%
1 Year
+19.33%
3 Years (annualized)
+21.47%
5 Years (annualized)
+10.35%
10 Years (annualized)
+14.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPEGX 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
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📉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)
+9.54%
Peer Avg (YTD)
+8.51%
vs Peers
+1.03%

SPEGX Mutual Fund Performance

SPEGX performance across multiple time periods: 1-month 2.39%, YTD 9.54%, 1-year 19.33%, 3-year 21.47%, 5-year 10.35%, 10-year 14.21%.

SPEGX returns outperform the peer average of 8.51% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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