SPXUX Mutual Fund

SPXUX Mutual Fund

NAV$20.59
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Returns Overview

1 Month
-0.38%
3 Months
+2.45%
6 Months
+18.11%
YTD
+12.39%
1 Year
+15.54%
3 Years (annualized)
+21.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPXUX 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
PROUpgrade to run
🏦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
WisdomTree 500 Index(WT500)
This Mutual Fund (YTD)
+12.39%
Peer Avg (YTD)
+9.98%
vs Peers
+2.41%

SPXUX Mutual Fund Performance

SPXUX performance across multiple time periods: 1-month -0.38%, YTD 12.39%, 1-year 15.54%, 3-year 21.40%.

SPXUX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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