MYSPX Mutual Fund

NAV$81.92

Returns Overview

1 Month
-0.99%
3 Months
+15.01%
6 Months
+9.83%
YTD
+9.60%
1 Year
+21.47%
3 Years (annualized)
+19.74%
5 Years (annualized)
+12.61%
10 Years (annualized)
+14.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MYSPX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.60%
Peer Avg (YTD)
+9.51%
vs Peers
+0.09%

MYSPX Mutual Fund Performance

MYSPX performance across multiple time periods: 1-month -0.99%, YTD 9.60%, 1-year 21.47%, 3-year 19.74%, 5-year 12.61%, 10-year 14.71%.

MYSPX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

MYSPX performance comparison shows side-by-side returns with another fund. MYSPX alternatives are available in the Mutual Fund Screener.