SPMQX Mutual Fund

NAV$7.22

Returns Overview

1 Month
+1.00%
3 Months
+2.45%
6 Months
+18.85%
YTD
+17.88%
1 Year
+21.98%
3 Years (annualized)
+21.50%
5 Years (annualized)
+18.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPMQX 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)
+17.88%
Peer Avg (YTD)
+14.02%
vs Peers
+3.86%

SPMQX Mutual Fund Performance

SPMQX performance across multiple time periods: 1-month 1.00%, YTD 17.88%, 1-year 21.98%, 3-year 21.50%, 5-year 18.40%.

SPMQX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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