SMPIX Mutual Fund

SMPIX Mutual Fund

NAV$81.92
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Returns Overview

1 Month
-18.46%
3 Months
+3.63%
6 Months
+30.09%
YTD
+41.26%
1 Year
+67.91%
3 Years (annualized)
+71.46%
5 Years (annualized)
+48.10%
10 Years (annualized)
+44.66%

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
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
Dow Jones US Semiconductors Index(^DJUSSC)
This Mutual Fund (YTD)
+41.26%
Peer Avg (YTD)
+2.39%
vs Peers
+38.87%

SMPIX Mutual Fund Performance

SMPIX performance across multiple time periods: 1-month -18.46%, YTD 41.26%, 1-year 67.91%, 3-year 71.46%, 5-year 48.10%, 10-year 44.66%.

SMPIX returns outperform the peer average of 2.39% 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.