SPMAX Mutual Fund

SPMAX Mutual Fund

NAV$11.17
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Returns Overview

1 Month
-8.44%
3 Months
-1.50%
6 Months
+6.59%
YTD
+13.00%
1 Year
+17.66%
3 Years (annualized)
+16.70%
5 Years (annualized)
+8.91%
10 Years (annualized)
+9.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPMAX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+13.00%
Peer Avg (YTD)
+9.54%
vs Peers
+3.46%

SPMAX Mutual Fund Performance

SPMAX performance across multiple time periods: 1-month -8.44%, YTD 13.00%, 1-year 17.66%, 3-year 16.70%, 5-year 8.91%, 10-year 9.33%.

SPMAX returns outperform the peer average of 9.54% YTD. With an expense ratio of 2.65%, investors should weigh costs against performance when evaluating this mutual fund.

SPMAX vs another fund shows side-by-side returns. SPMAX alternatives are available in the Mutual Fund Screener.