SPMJX Mutual Fund

NAV$7.46

Returns Overview

1 Month
+2.35%
3 Months
+1.53%
6 Months
+24.95%
YTD
+23.89%
1 Year
+25.55%
3 Years (annualized)
+29.64%
5 Years (annualized)
+26.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPMJX 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
Alerian MLP Index(AMZ)
This Mutual Fund (YTD)
+23.89%
Peer Avg (YTD)
+14.02%
vs Peers
+9.86%

SPMJX Mutual Fund Performance

SPMJX performance across multiple time periods: 1-month 2.35%, YTD 23.89%, 1-year 25.55%, 3-year 29.64%, 5-year 26.15%.

SPMJX returns outperform the peer average of 14.02% YTD. With an expense ratio of 3.99%, investors should weigh costs against performance when evaluating this mutual fund.

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