SPICX Mutual Fund

NAV$75.66

Returns Overview

1 Month
-1.07%
3 Months
+14.84%
6 Months
+9.52%
YTD
+9.29%
1 Year
+20.81%
3 Years (annualized)
+19.05%
5 Years (annualized)
+11.95%
10 Years (annualized)
+14.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPICX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.29%
Peer Avg (YTD)
+9.51%
vs Peers
-0.22%

SPICX Mutual Fund Performance

SPICX performance across multiple time periods: 1-month -1.07%, YTD 9.29%, 1-year 20.81%, 3-year 19.05%, 5-year 11.95%, 10-year 14.03%.

SPICX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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