SPEM ETF

SPEM ETF
$51.46
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Returns Overview

1 Month
-1.65%
3 Months
+1.31%
6 Months
+14.80%
YTD
+10.66%
1 Year
+14.36%
3 Years (annualized)
+18.69%
5 Years (annualized)
+6.86%
10 Years (annualized)
+8.77%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SPEM 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
MSCI ACWI ex US Index
This ETF (YTD)
+10.66%
Peer Avg (YTD)
+20.47%
vs Peers
-9.81%

SPEM ETF Performance

SPEM performance across multiple time periods: 1-month -1.65%, YTD 10.66%, 1-year 14.36%, 3-year 18.69%, 5-year 6.86%, 10-year 8.77%.

SPEM returns trail the peer average of 20.47% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.65%N/A
3 Months+1.31%N/A
6 Months+14.80%N/A
1 Year+14.36%N/A
3 Years+18.69%N/A
5 Years+6.86%N/A

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