SMPAX Mutual Fund

SMPAX Mutual Fund

NAV$12.41
See how much of SMPAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.04%
3 Months
-0.32%
6 Months
+2.44%
YTD
+3.80%
1 Year
+7.27%
3 Years (annualized)
+10.52%
5 Years (annualized)
+5.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMPAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+3.80%
Peer Avg (YTD)
+6.28%
vs Peers
-2.49%

SMPAX Mutual Fund Performance

SMPAX performance across multiple time periods: 1-month 1.04%, YTD 3.80%, 1-year 7.27%, 3-year 10.52%, 5-year 5.64%.

SMPAX returns trail the peer average of 6.28% YTD. With an expense ratio of 2.33%, investors should weigh costs against performance when evaluating this mutual fund.

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