SPICX Mutual Fund

SPICX Mutual Fund

NAV$75.57
See how much of SPICX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.97%
3 Months
+1.18%
6 Months
+5.07%
YTD
+10.39%
1 Year
+10.73%
3 Years (annualized)
+21.84%
5 Years (annualized)
+10.63%
10 Years (annualized)
+13.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPICX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.39%
Peer Avg (YTD)
+9.28%
vs Peers
+1.11%

SPICX Mutual Fund Performance

SPICX performance across multiple time periods: 1-month -0.97%, YTD 10.39%, 1-year 10.73%, 3-year 21.84%, 5-year 10.63%, 10-year 13.98%.

SPICX returns outperform the peer average of 9.28% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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