SPNNX Mutual Fund

NAV$6.86

Returns Overview

1 Month
+1.05%
3 Months
+2.42%
6 Months
+18.73%
YTD
+17.71%
1 Year
+21.37%
3 Years (annualized)
+20.92%
5 Years (annualized)
+18.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPNNX 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)
+17.71%
Peer Avg (YTD)
+14.02%
vs Peers
+3.69%

SPNNX Mutual Fund Performance

SPNNX performance across multiple time periods: 1-month 1.05%, YTD 17.71%, 1-year 21.37%, 3-year 20.92%, 5-year 18.01%.

SPNNX returns outperform the peer average of 14.02% YTD. With an expense ratio of 2.14%, investors should weigh costs against performance when evaluating this mutual fund.

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