SSPIX Mutual Fund

NAV$114.37

Returns Overview

1 Month
-0.98%
3 Months
+15.08%
6 Months
+9.98%
YTD
+9.76%
1 Year
+21.93%
3 Years (annualized)
+20.39%
5 Years (annualized)
+13.16%
10 Years (annualized)
+15.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSPIX 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
S&P 500 Index Total Return
This Mutual Fund (YTD)
+9.76%
Peer Avg (YTD)
+9.51%
vs Peers
+0.25%

SSPIX Mutual Fund Performance

SSPIX performance across multiple time periods: 1-month -0.98%, YTD 9.76%, 1-year 21.93%, 3-year 20.39%, 5-year 13.16%, 10-year 15.21%.

SSPIX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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