SPECX Mutual Fund

NAV$37.57

Returns Overview

1 Month
-1.37%
3 Months
+25.05%
6 Months
+11.39%
YTD
+11.20%
1 Year
+27.59%
3 Years (annualized)
+32.40%
5 Years (annualized)
+19.21%
10 Years (annualized)
+24.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPECX 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)
+11.20%
Peer Avg (YTD)
+8.97%
vs Peers
+2.22%

SPECX Mutual Fund Performance

SPECX performance across multiple time periods: 1-month -1.37%, YTD 11.20%, 1-year 27.59%, 3-year 32.40%, 5-year 19.21%, 10-year 24.71%.

SPECX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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