SPSCX Mutual Fund

SPSCX Mutual Fund

NAV$24.15
See how much of SPSCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.08%
3 Months
+8.68%
6 Months
+18.18%
YTD
+23.40%
1 Year
+37.59%
3 Years (annualized)
+16.97%
5 Years (annualized)
+11.52%
10 Years (annualized)
+10.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPSCX 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
Bloomberg US 2000 Value Index(^BUS2000VII)
This Mutual Fund (YTD)
+23.40%
Peer Avg (YTD)
+15.31%
vs Peers
+8.09%

SPSCX Mutual Fund Performance

SPSCX performance across multiple time periods: 1-month 2.08%, YTD 23.40%, 1-year 37.59%, 3-year 16.97%, 5-year 11.52%, 10-year 10.69%.

SPSCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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