SPILX Mutual Fund

SPILX Mutual Fund

NAV$16.11
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Returns Overview

1 Month
-3.80%
3 Months
-2.11%
6 Months
+0.31%
YTD
+10.04%
1 Year
+15.15%
3 Years (annualized)
+20.58%
5 Years (annualized)
+8.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPILX 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
MSCI ACWI ex USA Investable Market Index (net)
This Mutual Fund (YTD)
+10.04%
Peer Avg (YTD)
+8.05%
vs Peers
+1.99%

SPILX Mutual Fund Performance

SPILX performance across multiple time periods: 1-month -3.80%, YTD 10.04%, 1-year 15.15%, 3-year 20.58%, 5-year 8.61%.

SPILX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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