SPINX Mutual Fund

SPINX Mutual Fund

NAV$23.28
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Returns Overview

1 Month
-0.06%
3 Months
+4.16%
6 Months
+8.86%
YTD
+10.22%
1 Year
+19.85%
3 Years (annualized)
+19.24%
5 Years (annualized)
+12.78%
10 Years (annualized)
+15.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPINX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.22%
Peer Avg (YTD)
+9.41%
vs Peers
+0.81%

SPINX Mutual Fund Performance

SPINX performance across multiple time periods: 1-month -0.06%, YTD 10.22%, 1-year 19.85%, 3-year 19.24%, 5-year 12.78%, 10-year 15.02%.

SPINX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this mutual fund.

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