SSPIX Mutual Fund

SSPIX Mutual Fund

NAV$115.75
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Returns Overview

1 Month
-0.37%
3 Months
+2.23%
6 Months
+17.65%
YTD
+12.21%
1 Year
+15.36%
3 Years (annualized)
+20.69%
5 Years (annualized)
+12.48%
10 Years (annualized)
+14.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SSPIX 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 Total Return
This Mutual Fund (YTD)
+12.21%
Peer Avg (YTD)
+9.98%
vs Peers
+2.22%

SSPIX Mutual Fund Performance

SSPIX performance across multiple time periods: 1-month -0.37%, YTD 12.21%, 1-year 15.36%, 3-year 20.69%, 5-year 12.48%, 10-year 14.96%.

SSPIX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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