SPMAX Mutual Fund

SPMAX Mutual Fund

NAV$10.48
See how much of SPMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.66%
3 Months
-10.97%
6 Months
+7.80%
YTD
+7.57%
1 Year
+11.22%
3 Years (annualized)
+17.19%
5 Years (annualized)
+8.56%
10 Years (annualized)
+9.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPMAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+7.57%
Peer Avg (YTD)
+6.72%
vs Peers
+0.85%

SPMAX Mutual Fund Performance

SPMAX performance across multiple time periods: 1-month -2.66%, YTD 7.57%, 1-year 11.22%, 3-year 17.19%, 5-year 8.56%, 10-year 9.22%.

SPMAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 2.65%, investors should weigh costs against performance when evaluating this mutual fund.

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