SPPSX Mutual Fund

NAV$2.79

Returns Overview

1 Month
+16.72%
3 Months
+16.32%
6 Months
-0.89%
YTD
-0.59%
1 Year
-43.32%
3 Years (annualized)
-32.68%
5 Years (annualized)
-22.22%
10 Years (annualized)
-19.94%

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

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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)
-0.59%
Peer Avg (YTD)
+12.13%
vs Peers
-12.73%

SPPSX Mutual Fund Performance

SPPSX performance across multiple time periods: 1-month 16.72%, YTD -0.59%, 1-year -43.32%, 3-year -32.68%, 5-year -22.22%, 10-year -19.94%.

SPPSX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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