SPMVX Mutual Fund

SPMVX Mutual Fund

NAV$11.58
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Returns Overview

1 Month
+2.35%
3 Months
+1.35%
6 Months
+17.07%
YTD
+26.44%
1 Year
+29.03%
3 Years (annualized)
+25.25%
5 Years (annualized)
+23.16%
10 Years (annualized)
+10.71%

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
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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)
+26.44%
Peer Avg (YTD)
+19.98%
vs Peers
+6.46%

SPMVX Mutual Fund Performance

SPMVX performance across multiple time periods: 1-month 2.35%, YTD 26.44%, 1-year 29.03%, 3-year 25.25%, 5-year 23.16%, 10-year 10.71%.

SPMVX returns outperform the peer average of 19.98% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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