SPMIX Mutual Fund

NAV$29.83

Returns Overview

1 Month
+3.61%
3 Months
+14.17%
6 Months
+16.84%
YTD
+15.31%
1 Year
+25.09%
3 Years (annualized)
+19.58%
5 Years (annualized)
+12.65%
10 Years (annualized)
+16.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPMIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+15.31%
Peer Avg (YTD)
+10.82%
vs Peers
+4.50%

SPMIX Mutual Fund Performance

SPMIX performance across multiple time periods: 1-month 3.61%, YTD 15.31%, 1-year 25.09%, 3-year 19.58%, 5-year 12.65%, 10-year 16.64%.

SPMIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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