SPPIX Mutual Fund

NAV$2.83

Returns Overview

1 Month
+16.49%
3 Months
+16.10%
6 Months
-0.59%
YTD
-0.29%
1 Year
-42.85%
3 Years (annualized)
-36.03%
5 Years (annualized)
-24.31%
10 Years (annualized)
-20.60%

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
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
Dow Jones Precious Metals Index(^DJGSP)
This Mutual Fund (YTD)
-0.29%
Peer Avg (YTD)
+12.13%
vs Peers
-12.43%

SPPIX Mutual Fund Performance

SPPIX performance across multiple time periods: 1-month 16.49%, YTD -0.29%, 1-year -42.85%, 3-year -36.03%, 5-year -24.31%, 10-year -20.60%.

SPPIX returns trail the peer average of 12.13% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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