SPMFX Mutual Fund

SPMFX Mutual Fund

NAV$9.80
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Returns Overview

1 Month
+2.85%
3 Months
-0.50%
6 Months
-0.89%
YTD
-0.20%
1 Year
+0.27%
3 Years (annualized)
+2.76%
5 Years (annualized)
+0.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPMFX 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

Benchmark
S&P Short Term National AMT-Free Municipal Bond Index(^SPTNAFMBI)
This Mutual Fund (YTD)
-0.20%
Peer Avg (YTD)
+0.07%
vs Peers
-0.26%

SPMFX Mutual Fund Performance

SPMFX performance across multiple time periods: 1-month 2.85%, YTD -0.20%, 1-year 0.27%, 3-year 2.76%, 5-year 0.96%.

SPMFX returns trail the peer average of 0.07% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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