SPE ETF

SPE ETF
$12.36
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Returns Overview

1 Month
-4.54%
3 Months
-3.48%
6 Months
+1.96%
YTD
-2.76%
1 Year
-5.41%
3 Years (annualized)
+13.06%
5 Years (annualized)
+10.73%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SPE 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This ETF (YTD)
-2.76%
Peer Avg (YTD)
+4.96%
vs Peers
-7.72%

SPE ETF Performance

SPE performance across multiple time periods: 1-month -4.54%, YTD -2.76%, 1-year -5.41%, 3-year 13.06%, 5-year 10.73%, 10-year 10.86%.

SPE returns trail the peer average of 4.96% YTD. With an expense ratio of 4.89%, investors should weigh costs against performance when evaluating this ETF.

SPE vs another fund shows side-by-side returns. SPE alternatives are available in the ETF Screener.

Compare SPE

SPE vs SPYSPE vs QQQSPE vs VOOSPE vs VTISPE vs IVVSPE vs SCHDSPE vs VYMSPE vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-4.54%N/A
3 Months-3.48%N/A
6 Months+1.96%N/A
1 Year-5.41%N/A
3 Years+13.06%N/A
5 Years+10.73%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized