SPTMX Mutual Fund

SPTMX Mutual Fund

NAV$22.73
See how much of SPTMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.67%
3 Months
-1.50%
6 Months
+7.96%
YTD
+6.06%
1 Year
+8.55%

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
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

This Mutual Fund (YTD)
+6.06%
Peer Avg (YTD)
+7.09%
vs Peers
-1.03%

SPTMX Mutual Fund Performance

SPTMX performance across multiple time periods: 1-month -1.67%, YTD 6.06%, 1-year 8.55%.

SPTMX returns trail the peer average of 7.09% 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.