SPMAX Mutual Fund

NAV$10.70

Returns Overview

1 Month
-5.56%
3 Months
+0.38%
6 Months
+7.32%
YTD
+12.51%
1 Year
+32.18%
3 Years (annualized)
+26.36%
5 Years (annualized)
+17.44%
10 Years (annualized)
+15.08%

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+12.51%
Peer Avg (YTD)
+10.82%
vs Peers
+1.70%

SPMAX Mutual Fund Performance

SPMAX performance across multiple time periods: 1-month -5.56%, YTD 12.51%, 1-year 32.18%, 3-year 26.36%, 5-year 17.44%, 10-year 15.08%.

SPMAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 2.65%, investors should weigh costs against performance when evaluating this mutual fund.

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