SPPSX Mutual Fund

SPPSX Mutual Fund

NAV$2.73
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Returns Overview

1 Month
+12.19%
3 Months
-8.21%
6 Months
+5.39%
YTD
-7.12%
1 Year
-25.13%
3 Years (annualized)
-35.85%
5 Years (annualized)
-23.97%
10 Years (annualized)
-20.99%

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
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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)
-7.12%
Peer Avg (YTD)
+1.16%
vs Peers
-8.28%

SPPSX Mutual Fund Performance

SPPSX performance across multiple time periods: 1-month 12.19%, YTD -7.12%, 1-year -25.13%, 3-year -35.85%, 5-year -23.97%, 10-year -20.99%.

SPPSX returns trail the peer average of 1.16% 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.