SMPIX Mutual Fund

SMPIX Mutual Fund

NAV$96.73
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Returns Overview

1 Month
+6.07%
3 Months
-10.77%
6 Months
+48.04%
YTD
+49.83%
1 Year
+79.93%
3 Years (annualized)
+76.03%
5 Years (annualized)
+48.46%
10 Years (annualized)
+44.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMPIX 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
Dow Jones US Semiconductors Index(^DJUSSC)
This Mutual Fund (YTD)
+49.83%
Peer Avg (YTD)
+4.75%
vs Peers
+45.08%

SMPIX Mutual Fund Performance

SMPIX performance across multiple time periods: 1-month 6.07%, YTD 49.83%, 1-year 79.93%, 3-year 76.03%, 5-year 48.46%, 10-year 44.71%.

SMPIX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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