SPSDX Mutual Fund

NAV$22.10

Returns Overview

1 Month
+5.10%
3 Months
+15.90%
6 Months
+21.01%
YTD
+20.33%
1 Year
+44.47%
3 Years (annualized)
+20.42%
5 Years (annualized)
+11.01%
10 Years (annualized)
+10.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPSDX 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
Bloomberg US 2000 Value Index(^BUS2000VII)
This Mutual Fund (YTD)
+20.33%
Peer Avg (YTD)
+18.52%
vs Peers
+1.80%

SPSDX Mutual Fund Performance

SPSDX performance across multiple time periods: 1-month 5.10%, YTD 20.33%, 1-year 44.47%, 3-year 20.42%, 5-year 11.01%, 10-year 10.65%.

SPSDX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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