SPMIX Mutual Fund

SPMIX Mutual Fund

NAV$28.90
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Returns Overview

1 Month
+0.17%
3 Months
+1.25%
6 Months
+5.50%
YTD
+14.19%
1 Year
+16.45%
3 Years (annualized)
+13.29%
5 Years (annualized)
+7.04%
10 Years (annualized)
+10.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPMIX 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
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📉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
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+14.19%
Peer Avg (YTD)
+9.89%
vs Peers
+4.30%

SPMIX Mutual Fund Performance

SPMIX performance across multiple time periods: 1-month 0.17%, YTD 14.19%, 1-year 16.45%, 3-year 13.29%, 5-year 7.04%, 10-year 10.25%.

SPMIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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