SPMQX Mutual Fund

SPMQX Mutual Fund

NAV$7.48
See how much of SPMQX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.05%
3 Months
+3.70%
6 Months
+16.40%
YTD
+24.85%
1 Year
+26.32%
3 Years (annualized)
+21.93%
5 Years (annualized)
+21.40%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+24.85%
Peer Avg (YTD)
+19.98%
vs Peers
+4.87%

SPMQX Mutual Fund Performance

SPMQX performance across multiple time periods: 1-month 5.05%, YTD 24.85%, 1-year 26.32%, 3-year 21.93%, 5-year 21.40%, 10-year 11.14%.

SPMQX returns outperform the peer average of 19.98% 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.