SPIIX Mutual Fund

SPIIX Mutual Fund

NAV$117.01
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Returns Overview

1 Month
-0.41%
3 Months
+2.13%
6 Months
+17.41%
YTD
+11.87%
1 Year
+14.90%
3 Years (annualized)
+20.21%
5 Years (annualized)
+12.03%
10 Years (annualized)
+14.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPIIX 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
S&P 500 Index Total Return
This Mutual Fund (YTD)
+11.87%
Peer Avg (YTD)
+9.98%
vs Peers
+1.88%

SPIIX Mutual Fund Performance

SPIIX performance across multiple time periods: 1-month -0.41%, YTD 11.87%, 1-year 14.90%, 3-year 20.21%, 5-year 12.03%, 10-year 14.55%.

SPIIX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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