SPPIX Mutual Fund

SPPIX Mutual Fund

NAV$2.47
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Returns Overview

1 Month
+2.06%
3 Months
+15.33%
6 Months
+15.33%
YTD
+1.76%
1 Year
-40.86%
3 Years (annualized)
-30.63%
5 Years (annualized)
-20.58%
10 Years (annualized)
-18.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPPIX 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
Dow Jones Precious Metals Index(^DJGSP)
This Mutual Fund (YTD)
+1.76%
Peer Avg (YTD)
-0.65%
vs Peers
+2.41%

SPPIX Mutual Fund Performance

SPPIX performance across multiple time periods: 1-month 2.06%, YTD 1.76%, 1-year -40.86%, 3-year -30.63%, 5-year -20.58%, 10-year -18.18%.

SPPIX returns outperform the peer average of -0.65% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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