SMCPX Mutual Fund

SMCPX Mutual Fund

NAV$37.02
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Returns Overview

1 Month
+6.46%
3 Months
-1.65%
6 Months
+0.08%
YTD
+3.82%
1 Year
+4.71%
3 Years (annualized)
+11.29%
5 Years (annualized)
+0.62%
10 Years (annualized)
+7.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMCPX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+3.82%
Peer Avg (YTD)
+8.01%
vs Peers
-4.18%

SMCPX Mutual Fund Performance

SMCPX performance across multiple time periods: 1-month 6.46%, YTD 3.82%, 1-year 4.71%, 3-year 11.29%, 5-year 0.62%, 10-year 7.99%.

SMCPX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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