SMIPX Mutual Fund

NAV$14.19

Returns Overview

1 Month
+6.31%
3 Months
+21.18%
6 Months
+23.71%
YTD
+21.08%
1 Year
+32.80%
3 Years (annualized)
+25.52%
5 Years (annualized)
+13.62%
10 Years (annualized)
+12.46%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+21.08%
Peer Avg (YTD)
+10.82%
vs Peers
+10.26%

SMIPX Mutual Fund Performance

SMIPX performance across multiple time periods: 1-month 6.31%, YTD 21.08%, 1-year 32.80%, 3-year 25.52%, 5-year 13.62%, 10-year 12.46%.

SMIPX returns outperform the peer average of 10.82% YTD. With an expense ratio of 2.22%, investors should weigh costs against performance when evaluating this mutual fund.

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