SPPSX Mutual Fund

SPPSX Mutual Fund

NAV$2.81
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Returns Overview

1 Month
+12.96%
3 Months
-16.72%
6 Months
-3.13%
YTD
-17.21%
1 Year
-30.14%
3 Years (annualized)
-39.80%
5 Years (annualized)
-27.14%
10 Years (annualized)
-22.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPPSX 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)
-17.21%
Peer Avg (YTD)
+7.57%
vs Peers
-24.78%

SPPSX Mutual Fund Performance

SPPSX performance across multiple time periods: 1-month 12.96%, YTD -17.21%, 1-year -30.14%, 3-year -39.80%, 5-year -27.14%, 10-year -22.85%.

SPPSX returns trail the peer average of 7.57% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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