SPIRX Mutual Fund

SPIRX Mutual Fund

NAV$80.93
See how much of SPIRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.14%
3 Months
+3.98%
6 Months
+8.49%
YTD
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPIRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.42%
Peer Avg (YTD)
+9.41%
vs Peers
+0.01%

SPIRX Mutual Fund Performance

SPIRX performance across multiple time periods: 1-month -0.14%, YTD 9.42%.

SPIRX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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