SPMCX Mutual Fund

NAV$6.05

Returns Overview

1 Month
-5.32%
3 Months
-0.17%
6 Months
+6.89%
YTD
+12.04%
1 Year
+31.57%
3 Years (annualized)
+26.89%
5 Years (annualized)
+13.93%
10 Years (annualized)
+12.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPMCX 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)
+12.04%
Peer Avg (YTD)
+10.82%
vs Peers
+1.22%

SPMCX Mutual Fund Performance

SPMCX performance across multiple time periods: 1-month -5.32%, YTD 12.04%, 1-year 31.57%, 3-year 26.89%, 5-year 13.93%, 10-year 12.04%.

SPMCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 3.10%, investors should weigh costs against performance when evaluating this mutual fund.

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