SPMWX Mutual Fund

NAV$10.49

Returns Overview

1 Month
+2.21%
3 Months
+3.08%
6 Months
+23.07%
YTD
+22.10%
1 Year
+25.24%
3 Years (annualized)
+25.27%
5 Years (annualized)
+20.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPMWX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+22.10%
Peer Avg (YTD)
+14.02%
vs Peers
+8.08%

SPMWX Mutual Fund Performance

SPMWX performance across multiple time periods: 1-month 2.21%, YTD 22.10%, 1-year 25.24%, 3-year 25.27%, 5-year 20.30%.

SPMWX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

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