SMAPX Mutual Fund

SMAPX Mutual Fund

NAV$12.55
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Returns Overview

1 Month
+1.45%
3 Months
+0.21%
6 Months
+14.32%
YTD
+23.00%
1 Year
+23.37%
3 Years (annualized)
+22.68%
5 Years (annualized)
+18.98%
10 Years (annualized)
+9.39%

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)
+23.00%
Peer Avg (YTD)
+19.98%
vs Peers
+3.02%

SMAPX Mutual Fund Performance

SMAPX performance across multiple time periods: 1-month 1.45%, YTD 23.00%, 1-year 23.37%, 3-year 22.68%, 5-year 18.98%, 10-year 9.39%.

SMAPX returns outperform the peer average of 19.98% 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.