SPMGX Mutual Fund

NAV$9.60

Returns Overview

1 Month
+1.68%
3 Months
+1.23%
6 Months
+17.60%
YTD
+16.74%
1 Year
+17.61%
3 Years (annualized)
+24.24%
5 Years (annualized)
+20.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPMGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+16.74%
Peer Avg (YTD)
+14.02%
vs Peers
+2.72%

SPMGX Mutual Fund Performance

SPMGX performance across multiple time periods: 1-month 1.68%, YTD 16.74%, 1-year 17.61%, 3-year 24.24%, 5-year 20.63%.

SPMGX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.79%, investors should weigh costs against performance when evaluating this mutual fund.

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