SPUSX Mutual Fund

SPUSX Mutual Fund

NAV$16.84
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Returns Overview

1 Month
+1.05%
3 Months
+0.12%
6 Months
+4.70%
YTD
+12.95%
1 Year
+14.98%
3 Years (annualized)
+21.34%
5 Years (annualized)
+10.35%

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
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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

Benchmark
MSCI US Broad Market Index(^MSCIBM)
This Mutual Fund (YTD)
+12.95%
Peer Avg (YTD)
+9.28%
vs Peers
+3.67%

SPUSX Mutual Fund Performance

SPUSX performance across multiple time periods: 1-month 1.05%, YTD 12.95%, 1-year 14.98%, 3-year 21.34%, 5-year 10.35%.

SPUSX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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