SPSCX Mutual Fund

NAV$24.14

Returns Overview

1 Month
+5.18%
3 Months
+16.23%
6 Months
+21.63%
YTD
+20.88%
1 Year
+34.72%
3 Years (annualized)
+18.41%
5 Years (annualized)
+13.77%
10 Years (annualized)
+12.57%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US 2000 Value Index(^BUS2000VII)
This Mutual Fund (YTD)
+20.88%
Peer Avg (YTD)
+18.52%
vs Peers
+2.36%

SPSCX Mutual Fund Performance

SPSCX performance across multiple time periods: 1-month 5.18%, YTD 20.88%, 1-year 34.72%, 3-year 18.41%, 5-year 13.77%, 10-year 12.57%.

SPSCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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