SPEGX Mutual Fund

NAV$22.22

Returns Overview

1 Month
-1.71%
3 Months
+19.75%
6 Months
+10.03%
YTD
+10.03%
1 Year
+25.23%
3 Years (annualized)
+22.39%
5 Years (annualized)
+11.90%
10 Years (annualized)
+16.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPEGX 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

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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)
+10.03%
Peer Avg (YTD)
+8.97%
vs Peers
+1.06%

SPEGX Mutual Fund Performance

SPEGX performance across multiple time periods: 1-month -1.71%, YTD 10.03%, 1-year 25.23%, 3-year 22.39%, 5-year 11.90%, 10-year 16.85%.

SPEGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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