SPILX Mutual Fund

NAV$16.08

Returns Overview

1 Month
-3.48%
3 Months
+0.25%
6 Months
+2.55%
YTD
+9.09%
1 Year
+27.91%
3 Years (annualized)
+19.59%
5 Years (annualized)
+9.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPILX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Investable Market Index (net)
This Mutual Fund (YTD)
+9.09%
Peer Avg (YTD)
+9.13%
vs Peers
-0.04%

SPILX Mutual Fund Performance

SPILX performance across multiple time periods: 1-month -3.48%, YTD 9.09%, 1-year 27.91%, 3-year 19.59%, 5-year 9.20%.

SPILX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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