SPINX Mutual Fund

SPINX Mutual Fund

NAV$23.79
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Returns Overview

1 Month
+2.71%
3 Months
+1.67%
6 Months
+12.32%
YTD
+12.86%
1 Year
+20.31%
3 Years (annualized)
+20.96%
5 Years (annualized)
+12.71%
10 Years (annualized)
+15.31%

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)
+12.86%
Peer Avg (YTD)
+11.21%
vs Peers
+1.65%

SPINX Mutual Fund Performance

SPINX performance across multiple time periods: 1-month 2.71%, YTD 12.86%, 1-year 20.31%, 3-year 20.96%, 5-year 12.71%, 10-year 15.31%.

SPINX returns outperform the peer average of 11.21% 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.