SPMHX Mutual Fund

SPMHX Mutual Fund

NAV$10.03
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Returns Overview

1 Month
-6.35%
3 Months
+0.94%
6 Months
+2.33%
YTD
+18.25%
1 Year
+21.68%
3 Years (annualized)
+25.16%
5 Years (annualized)
+24.63%
10 Years (annualized)
+9.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPMHX 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)
+18.25%
Peer Avg (YTD)
+19.29%
vs Peers
-1.04%

SPMHX Mutual Fund Performance

SPMHX performance across multiple time periods: 1-month -6.35%, YTD 18.25%, 1-year 21.68%, 3-year 25.16%, 5-year 24.63%, 10-year 9.93%.

SPMHX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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