SMAPX Mutual Fund

SMAPX Mutual Fund

NAV$11.90
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Returns Overview

1 Month
+7.87%
3 Months
+1.35%
6 Months
+1.56%
YTD
+23.12%
1 Year
+29.48%
3 Years (annualized)
+24.14%
5 Years (annualized)
+16.12%
10 Years (annualized)
+5.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMAPX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+23.12%
Peer Avg (YTD)
+25.52%
vs Peers
-2.39%

SMAPX Mutual Fund Performance

SMAPX performance across multiple time periods: 1-month 7.87%, YTD 23.12%, 1-year 29.48%, 3-year 24.14%, 5-year 16.12%, 10-year 5.86%.

SMAPX returns trail the peer average of 25.52% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

SMAPX vs another fund shows side-by-side returns. SMAPX alternatives are available in the Mutual Fund Screener.