SPXKX Mutual Fund

SPXKX Mutual Fund

NAV$91.71
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Returns Overview

1 Month
-0.81%
3 Months
+1.35%
6 Months
+5.39%
YTD
+10.81%
1 Year
+11.28%
3 Years (annualized)
+26.83%
5 Years (annualized)
+12.78%
10 Years (annualized)
+15.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPXKX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.81%
Peer Avg (YTD)
+9.28%
vs Peers
+1.53%

SPXKX Mutual Fund Performance

SPXKX performance across multiple time periods: 1-month -0.81%, YTD 10.81%, 1-year 11.28%, 3-year 26.83%, 5-year 12.78%, 10-year 15.31%.

SPXKX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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