SPIIX Mutual Fund

NAV$112.29

Returns Overview

1 Month
-1.01%
3 Months
+14.96%
6 Months
+9.77%
YTD
+9.53%
1 Year
+21.44%
3 Years (annualized)
+19.87%
5 Years (annualized)
+12.62%
10 Years (annualized)
+14.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPIIX 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 Total Return
This Mutual Fund (YTD)
+9.53%
Peer Avg (YTD)
+9.51%
vs Peers
+0.03%

SPIIX Mutual Fund Performance

SPIIX performance across multiple time periods: 1-month -1.01%, YTD 9.53%, 1-year 21.44%, 3-year 19.87%, 5-year 12.62%, 10-year 14.74%.

SPIIX 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.

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