SMIPX Mutual Fund

SMIPX Mutual Fund

NAV$13.09
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Returns Overview

1 Month
-8.43%
3 Months
-1.45%
6 Months
+6.85%
YTD
+10.87%
1 Year
+18.06%
3 Years (annualized)
+21.48%
5 Years (annualized)
+11.75%
10 Years (annualized)
+10.97%

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)
+10.87%
Peer Avg (YTD)
+9.54%
vs Peers
+1.33%

SMIPX Mutual Fund Performance

SMIPX performance across multiple time periods: 1-month -8.43%, YTD 10.87%, 1-year 18.06%, 3-year 21.48%, 5-year 11.75%, 10-year 10.97%.

SMIPX returns outperform the peer average of 9.54% 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.