SPMAX Mutual Fund

SPMAX Mutual Fund

NAV$10.30
See how much of SPMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.93%
3 Months
+0.10%
6 Months
-1.40%
YTD
+10.73%
1 Year
+12.19%
3 Years (annualized)
+20.32%
5 Years (annualized)
+8.57%
10 Years (annualized)
+9.76%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+10.73%
Peer Avg (YTD)
+8.01%
vs Peers
+2.72%

SPMAX Mutual Fund Performance

SPMAX performance across multiple time periods: 1-month 2.93%, YTD 10.73%, 1-year 12.19%, 3-year 20.32%, 5-year 8.57%, 10-year 9.76%.

SPMAX returns outperform the peer average of 8.01% 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.