SMLPX Mutual Fund

NAV$12.24

Returns Overview

1 Month
+2.33%
3 Months
+1.82%
6 Months
+21.31%
YTD
+21.31%
1 Year
+21.58%
3 Years (annualized)
+23.95%
5 Years (annualized)
+17.67%
10 Years (annualized)
+9.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMLPX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+21.31%
Peer Avg (YTD)
+14.02%
vs Peers
+7.28%

SMLPX Mutual Fund Performance

SMLPX performance across multiple time periods: 1-month 2.33%, YTD 21.31%, 1-year 21.58%, 3-year 23.95%, 5-year 17.67%, 10-year 9.55%.

SMLPX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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