SPILX Mutual Fund

SPILX Mutual Fund

NAV$17.06
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Returns Overview

1 Month
-1.19%
3 Months
+2.47%
6 Months
+7.32%
YTD
+13.80%
1 Year
+27.11%
3 Years (annualized)
+17.49%
5 Years (annualized)
+9.16%

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
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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
MSCI ACWI ex USA Investable Market Index (net)
This Mutual Fund (YTD)
+13.80%
Peer Avg (YTD)
+9.42%
vs Peers
+4.38%

SPILX Mutual Fund Performance

SPILX performance across multiple time periods: 1-month -1.19%, YTD 13.80%, 1-year 27.11%, 3-year 17.49%, 5-year 9.16%.

SPILX returns outperform the peer average of 9.42% 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.