SPPXX Mutual Fund

SPPXX Mutual Fund

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Returns Overview

1 Month
+0.01%
6 Months
+1.34%
YTD
+3.16%
1 Year
+4.11%
3 Years (annualized)
+2.91%
5 Years (annualized)
+1.74%
10 Years (annualized)
+0.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPPXX 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

This Mutual Fund (YTD)
+3.16%
Peer Avg (YTD)
+3.28%
vs Peers
-0.12%

SPPXX Mutual Fund Performance

SPPXX performance across multiple time periods: 1-month 0.01%, YTD 3.16%, 1-year 4.11%, 3-year 2.91%, 5-year 1.74%, 10-year 0.97%.

SPPXX returns trail the peer average of 3.28% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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