SMFPX Mutual Fund

NAV$12.88

Returns Overview

1 Month
+2.24%
3 Months
+1.54%
6 Months
+20.66%
YTD
+19.28%
1 Year
+20.31%
3 Years (annualized)
+22.77%
5 Years (annualized)
+16.60%
10 Years (annualized)
+8.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMFPX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+19.28%
Peer Avg (YTD)
+14.02%
vs Peers
+5.26%

SMFPX Mutual Fund Performance

SMFPX performance across multiple time periods: 1-month 2.24%, YTD 19.28%, 1-year 20.31%, 3-year 22.77%, 5-year 16.60%, 10-year 8.52%.

SMFPX returns outperform the peer average of 14.02% YTD. With an expense ratio of 2.09%, investors should weigh costs against performance when evaluating this mutual fund.

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