SPPIX Mutual Fund

SPPIX Mutual Fund

NAV$2.75
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Returns Overview

1 Month
+11.70%
3 Months
-8.96%
6 Months
+5.00%
YTD
-7.35%
1 Year
-25.08%
3 Years (annualized)
-35.46%
5 Years (annualized)
-23.42%
10 Years (annualized)
-20.38%

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)
-7.35%
Peer Avg (YTD)
+1.16%
vs Peers
-8.51%

SPPIX Mutual Fund Performance

SPPIX performance across multiple time periods: 1-month 11.70%, YTD -7.35%, 1-year -25.08%, 3-year -35.46%, 5-year -23.42%, 10-year -20.38%.

SPPIX returns trail the peer average of 1.16% 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.