SMPAX Mutual Fund

NAV$12.42

Returns Overview

1 Month
-2.66%
3 Months
+0.73%
6 Months
+0.98%
YTD
+2.48%
1 Year
+12.45%
3 Years (annualized)
+11.53%
5 Years (annualized)
+6.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMPAX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+2.48%
Peer Avg (YTD)
+5.87%
vs Peers
-3.39%

SMPAX Mutual Fund Performance

SMPAX performance across multiple time periods: 1-month -2.66%, YTD 2.48%, 1-year 12.45%, 3-year 11.53%, 5-year 6.46%.

SMPAX returns trail the peer average of 5.87% YTD. With an expense ratio of 2.33%, investors should weigh costs against performance when evaluating this mutual fund.

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