SMPAX Mutual Fund

SMPAX Mutual Fund

NAV$12.72
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Returns Overview

1 Month
-3.19%
3 Months
+0.65%
6 Months
+1.97%
YTD
+2.72%
1 Year
+7.58%
3 Years (annualized)
+9.75%
5 Years (annualized)
+5.73%

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
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📉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
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+2.72%
Peer Avg (YTD)
+5.54%
vs Peers
-2.81%

SMPAX Mutual Fund Performance

SMPAX performance across multiple time periods: 1-month -3.19%, YTD 2.72%, 1-year 7.58%, 3-year 9.75%, 5-year 5.73%.

SMPAX returns trail the peer average of 5.54% 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.