SPUSX Mutual Fund

NAV$17.71

Returns Overview

1 Month
+2.46%
3 Months
+15.23%
6 Months
+14.40%
YTD
+13.73%
1 Year
+23.55%
3 Years (annualized)
+18.20%
5 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPUSX 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
MSCI US Broad Market Index(^MSCIBM)
This Mutual Fund (YTD)
+13.73%
Peer Avg (YTD)
+9.51%
vs Peers
+4.22%

SPUSX Mutual Fund Performance

SPUSX performance across multiple time periods: 1-month 2.46%, YTD 13.73%, 1-year 23.55%, 3-year 18.20%, 5-year 11.21%.

SPUSX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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