SPPIX Mutual Fund

SPPIX Mutual Fund

NAV$2.83
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Returns Overview

1 Month
+12.80%
3 Months
-16.81%
6 Months
-3.42%
YTD
-17.06%
1 Year
-29.76%
3 Years (annualized)
-42.85%
5 Years (annualized)
-29.11%
10 Years (annualized)
-23.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPPIX 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
Dow Jones Precious Metals Index(^DJGSP)
This Mutual Fund (YTD)
-17.06%
Peer Avg (YTD)
+7.58%
vs Peers
-24.64%

SPPIX Mutual Fund Performance

SPPIX performance across multiple time periods: 1-month 12.80%, YTD -17.06%, 1-year -29.76%, 3-year -42.85%, 5-year -29.11%, 10-year -23.49%.

SPPIX returns trail the peer average of 7.58% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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