SPMPX Mutual Fund

SPMPX Mutual Fund

NAV$8.05
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Returns Overview

1 Month
+5.86%
3 Months
+3.98%
6 Months
+21.98%
YTD
+32.68%
1 Year
+32.23%
3 Years (annualized)
+30.18%
5 Years (annualized)
+30.22%
10 Years (annualized)
+10.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPMPX 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)
+32.68%
Peer Avg (YTD)
+19.98%
vs Peers
+12.70%

SPMPX Mutual Fund Performance

SPMPX performance across multiple time periods: 1-month 5.86%, YTD 32.68%, 1-year 32.23%, 3-year 30.18%, 5-year 30.22%, 10-year 10.60%.

SPMPX returns outperform the peer average of 19.98% YTD. With an expense ratio of 3.42%, investors should weigh costs against performance when evaluating this mutual fund.

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