SMIPX Mutual Fund

SMIPX Mutual Fund

NAV$13.44
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Returns Overview

1 Month
-0.07%
3 Months
-2.73%
6 Months
+2.65%
YTD
+13.19%
1 Year
+15.17%
3 Years (annualized)
+17.68%
5 Years (annualized)
+8.99%
10 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMIPX 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)
+13.19%
Peer Avg (YTD)
+9.89%
vs Peers
+3.30%

SMIPX Mutual Fund Performance

SMIPX performance across multiple time periods: 1-month -0.07%, YTD 13.19%, 1-year 15.17%, 3-year 17.68%, 5-year 8.99%, 10-year 9.66%.

SMIPX returns outperform the peer average of 9.89% YTD. With an expense ratio of 2.22%, investors should weigh costs against performance when evaluating this mutual fund.

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