SPMVX Mutual Fund

NAV$11.19

Returns Overview

1 Month
+2.29%
3 Months
+3.20%
6 Months
+23.54%
YTD
+22.35%
1 Year
+26.02%
3 Years (annualized)
+25.99%
5 Years (annualized)
+20.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPMVX 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)
+22.35%
Peer Avg (YTD)
+14.02%
vs Peers
+8.33%

SPMVX Mutual Fund Performance

SPMVX performance across multiple time periods: 1-month 2.29%, YTD 22.35%, 1-year 26.02%, 3-year 25.99%, 5-year 20.98%.

SPMVX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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