SPSCX Mutual Fund

SPSCX Mutual Fund

NAV$23.77
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Returns Overview

1 Month
-3.96%
3 Months
-2.25%
6 Months
+13.62%
YTD
+18.16%
1 Year
+21.10%
3 Years (annualized)
+18.08%
5 Years (annualized)
+10.91%
10 Years (annualized)
+10.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPSCX 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
Bloomberg US 2000 Value Index(^BUS2000VII)
This Mutual Fund (YTD)
+18.16%
Peer Avg (YTD)
+10.34%
vs Peers
+7.82%

SPSCX Mutual Fund Performance

SPSCX performance across multiple time periods: 1-month -3.96%, YTD 18.16%, 1-year 21.10%, 3-year 18.08%, 5-year 10.91%, 10-year 10.53%.

SPSCX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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