SPILX Mutual Fund

SPILX Mutual Fund

NAV$16.86
See how much of SPILX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.86%
3 Months
+2.14%
6 Months
+5.65%
YTD
+18.20%
1 Year
+26.91%
3 Years (annualized)
+20.53%
5 Years (annualized)
+9.60%

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
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
MSCI ACWI ex USA Investable Market Index (net)
This Mutual Fund (YTD)
+18.20%
Peer Avg (YTD)
+10.17%
vs Peers
+8.03%

SPILX Mutual Fund Performance

SPILX performance across multiple time periods: 1-month 3.86%, YTD 18.20%, 1-year 26.91%, 3-year 20.53%, 5-year 9.60%.

SPILX returns outperform the peer average of 10.17% 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.