SPMPX Mutual Fund

SPMPX Mutual Fund

NAV$7.47
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Returns Overview

1 Month
+4.80%
3 Months
+13.58%
6 Months
+15.82%
YTD
+39.04%
1 Year
+39.71%
3 Years (annualized)
+31.83%
5 Years (annualized)
+31.56%
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)
+39.04%
Peer Avg (YTD)
+25.30%
vs Peers
+13.74%

SPMPX Mutual Fund Performance

SPMPX performance across multiple time periods: 1-month 4.80%, YTD 39.04%, 1-year 39.71%, 3-year 31.83%, 5-year 31.56%, 10-year 10.60%.

SPMPX returns outperform the peer average of 25.30% 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.