SMCPI Mutual Fund

SMCPI Mutual Fund

See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+3.44%
3 Months
+21.01%
6 Months
+24.49%
YTD
+22.82%
1 Year
+28.98%
3 Years (annualized)
+16.17%
5 Years (annualized)
-0.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMCPI 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+22.82%
Peer Avg (YTD)
+10.82%
vs Peers
+12.01%

SMCPI Mutual Fund Performance

SMCPI performance across multiple time periods: 1-month 3.44%, YTD 22.82%, 1-year 28.98%, 3-year 16.17%, 5-year -0.09%.

SMCPI returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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