SPILX Mutual Fund

SPILX Mutual Fund

NAV$16.77
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Returns Overview

1 Month
-2.03%
3 Months
+0.54%
6 Months
+13.00%
YTD
+14.38%
1 Year
+20.90%
3 Years (annualized)
+20.53%
5 Years (annualized)
+9.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPILX 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
MSCI ACWI ex USA Investable Market Index (net)
This Mutual Fund (YTD)
+14.38%
Peer Avg (YTD)
+9.29%
vs Peers
+5.09%

SPILX Mutual Fund Performance

SPILX performance across multiple time periods: 1-month -2.03%, YTD 14.38%, 1-year 20.90%, 3-year 20.53%, 5-year 9.60%.

SPILX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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