SPISX Mutual Fund

NAV$83.50

Returns Overview

1 Month
-0.97%
3 Months
+15.16%
6 Months
+10.10%
YTD
+9.87%
1 Year
+22.11%
3 Years (annualized)
+20.35%
5 Years (annualized)
+13.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPISX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.87%
Peer Avg (YTD)
+9.51%
vs Peers
+0.37%

SPISX Mutual Fund Performance

SPISX performance across multiple time periods: 1-month -0.97%, YTD 9.87%, 1-year 22.11%, 3-year 20.35%, 5-year 13.17%.

SPISX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

SPISX performance comparison shows side-by-side returns with another fund. SPISX alternatives are available in the Mutual Fund Screener.