SPPSX Mutual Fund

SPPSX Mutual Fund

NAV$2.80
See how much of SPPSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-27.57%
3 Months
-13.94%
6 Months
+4.22%
YTD
-26.71%
1 Year
-48.32%
3 Years (annualized)
-39.80%
5 Years (annualized)
-27.14%
10 Years (annualized)
-22.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPPSX 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
Dow Jones Precious Metals Index(^DJGSP)
This Mutual Fund (YTD)
-26.71%
Peer Avg (YTD)
+6.77%
vs Peers
-33.47%

SPPSX Mutual Fund Performance

SPPSX performance across multiple time periods: 1-month -27.57%, YTD -26.71%, 1-year -48.32%, 3-year -39.80%, 5-year -27.14%, 10-year -22.85%.

SPPSX returns trail the peer average of 6.77% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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