SPMCX Mutual Fund

SPMCX Mutual Fund

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Returns Overview

1 Month
+2.76%
6 Months
-1.65%
YTD
+10.19%
1 Year
+11.52%
3 Years (annualized)
+19.66%
5 Years (annualized)
+7.95%
10 Years (annualized)
+9.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPMCX 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)
+10.19%
Peer Avg (YTD)
+8.01%
vs Peers
+2.18%

SPMCX Mutual Fund Performance

SPMCX performance across multiple time periods: 1-month 2.76%, YTD 10.19%, 1-year 11.52%, 3-year 19.66%, 5-year 7.95%, 10-year 9.11%.

SPMCX returns outperform the peer average of 8.01% YTD. With an expense ratio of 3.10%, investors should weigh costs against performance when evaluating this mutual fund.

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