SPMJX Mutual Fund

SPMJX Mutual Fund

NAV$7.74
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Returns Overview

1 Month
+5.60%
3 Months
+3.76%
6 Months
+21.43%
YTD
+31.95%
1 Year
+31.48%
3 Years (annualized)
+29.45%
5 Years (annualized)
+29.37%
10 Years (annualized)
+10.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPMJX 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
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+31.95%
Peer Avg (YTD)
+19.98%
vs Peers
+11.97%

SPMJX Mutual Fund Performance

SPMJX performance across multiple time periods: 1-month 5.60%, YTD 31.95%, 1-year 31.48%, 3-year 29.45%, 5-year 29.37%, 10-year 10.00%.

SPMJX returns outperform the peer average of 19.98% YTD. With an expense ratio of 3.99%, investors should weigh costs against performance when evaluating this mutual fund.

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