SPXKX Mutual Fund

SPXKX Mutual Fund

NAV$95.06
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Returns Overview

1 Month
-0.47%
3 Months
+2.07%
6 Months
+17.24%
YTD
+11.71%
1 Year
+14.71%
3 Years (annualized)
+24.40%
5 Years (annualized)
+13.50%
10 Years (annualized)
+15.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPXKX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.71%
Peer Avg (YTD)
+9.98%
vs Peers
+1.72%

SPXKX Mutual Fund Performance

SPXKX performance across multiple time periods: 1-month -0.47%, YTD 11.71%, 1-year 14.71%, 3-year 24.40%, 5-year 13.50%, 10-year 15.24%.

SPXKX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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