SPNNX Mutual Fund

SPNNX Mutual Fund

NAV$6.62
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Returns Overview

1 Month
-7.65%
3 Months
+0.07%
6 Months
+2.49%
YTD
+17.79%
1 Year
+21.82%
3 Years (annualized)
+22.36%
5 Years (annualized)
+21.73%
10 Years (annualized)
+10.57%

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
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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)
+17.79%
Peer Avg (YTD)
+19.29%
vs Peers
-1.50%

SPNNX Mutual Fund Performance

SPNNX performance across multiple time periods: 1-month -7.65%, YTD 17.79%, 1-year 21.82%, 3-year 22.36%, 5-year 21.73%, 10-year 10.57%.

SPNNX returns trail the peer average of 19.29% YTD. With an expense ratio of 2.14%, investors should weigh costs against performance when evaluating this mutual fund.

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