SPTMX Mutual Fund

SPTMX Mutual Fund

NAV$22.75
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Returns Overview

1 Month
+1.97%
3 Months
-0.32%
6 Months
+4.87%
YTD
+7.86%
1 Year
+13.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPTMX 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

This Mutual Fund (YTD)
+7.86%
Peer Avg (YTD)
+8.76%
vs Peers
-0.90%

SPTMX Mutual Fund Performance

SPTMX performance across multiple time periods: 1-month 1.97%, YTD 7.86%, 1-year 13.47%.

SPTMX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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