SMFPX Mutual Fund

SMFPX Mutual Fund

NAV$12.54
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Returns Overview

1 Month
+1.46%
3 Months
+0.07%
6 Months
+13.95%
YTD
+22.43%
1 Year
+22.42%
3 Years (annualized)
+21.83%
5 Years (annualized)
+18.19%
10 Years (annualized)
+8.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMFPX 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
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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)
+22.43%
Peer Avg (YTD)
+19.98%
vs Peers
+2.45%

SMFPX Mutual Fund Performance

SMFPX performance across multiple time periods: 1-month 1.46%, YTD 22.43%, 1-year 22.42%, 3-year 21.83%, 5-year 18.19%, 10-year 8.60%.

SMFPX returns outperform the peer average of 19.98% YTD. With an expense ratio of 2.09%, investors should weigh costs against performance when evaluating this mutual fund.

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