SPXKX Mutual Fund

NAV$91.24

Returns Overview

1 Month
-0.97%
3 Months
+14.86%
6 Months
+9.67%
YTD
+9.44%
1 Year
+21.27%
3 Years (annualized)
+23.90%
5 Years (annualized)
+14.09%
10 Years (annualized)
+15.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPXKX 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)
+9.44%
Peer Avg (YTD)
+9.51%
vs Peers
-0.06%

SPXKX Mutual Fund Performance

SPXKX performance across multiple time periods: 1-month -0.97%, YTD 9.44%, 1-year 21.27%, 3-year 23.90%, 5-year 14.09%, 10-year 15.36%.

SPXKX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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