SPSDX Mutual Fund

SPSDX Mutual Fund

NAV$21.56
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Returns Overview

1 Month
-4.00%
3 Months
-2.47%
6 Months
+13.03%
YTD
+17.35%
1 Year
+19.92%
3 Years (annualized)
+16.89%
5 Years (annualized)
+9.81%
10 Years (annualized)
+9.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPSDX 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)
+17.35%
Peer Avg (YTD)
+10.34%
vs Peers
+7.01%

SPSDX Mutual Fund Performance

SPSDX performance across multiple time periods: 1-month -4.00%, YTD 17.35%, 1-year 19.92%, 3-year 16.89%, 5-year 9.81%, 10-year 9.43%.

SPSDX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.84%, investors should weigh costs against performance when evaluating this mutual fund.

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