SPMQX Mutual Fund

SPMQX Mutual Fund

NAV$6.96
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Returns Overview

1 Month
+3.32%
3 Months
+9.62%
6 Months
+12.61%
YTD
+28.99%
1 Year
+30.55%
3 Years (annualized)
+22.89%
5 Years (annualized)
+22.14%
10 Years (annualized)
+11.14%

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
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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)
+28.99%
Peer Avg (YTD)
+25.30%
vs Peers
+3.69%

SPMQX Mutual Fund Performance

SPMQX performance across multiple time periods: 1-month 3.32%, YTD 28.99%, 1-year 30.55%, 3-year 22.89%, 5-year 22.14%, 10-year 11.14%.

SPMQX returns outperform the peer average of 25.30% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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