SPMVX Mutual Fund

SPMVX Mutual Fund

NAV$11.01
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Returns Overview

1 Month
-7.78%
3 Months
-2.76%
6 Months
+0.35%
YTD
+18.97%
1 Year
+22.53%
3 Years (annualized)
+25.90%
5 Years (annualized)
+24.03%
10 Years (annualized)
+10.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPMVX 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)
+18.97%
Peer Avg (YTD)
+19.29%
vs Peers
-0.32%

SPMVX Mutual Fund Performance

SPMVX performance across multiple time periods: 1-month -7.78%, YTD 18.97%, 1-year 22.53%, 3-year 25.90%, 5-year 24.03%, 10-year 10.71%.

SPMVX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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