SPMHX Mutual Fund

NAV$10.11

Returns Overview

1 Month
+1.70%
3 Months
+1.38%
6 Months
+17.83%
YTD
+17.15%
1 Year
+18.25%
3 Years (annualized)
+24.88%
5 Years (annualized)
+21.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPMHX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+17.15%
Peer Avg (YTD)
+14.02%
vs Peers
+3.13%

SPMHX Mutual Fund Performance

SPMHX performance across multiple time periods: 1-month 1.70%, YTD 17.15%, 1-year 18.25%, 3-year 24.88%, 5-year 21.36%.

SPMHX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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