SMPIX Mutual Fund

NAV$89.62

Returns Overview

1 Month
+3.16%
3 Months
+82.81%
6 Months
+73.23%
YTD
+67.82%
1 Year
+130.06%
3 Years (annualized)
+89.40%
5 Years (annualized)
+54.02%
10 Years (annualized)
+49.78%

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
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
Dow Jones US Semiconductors Index(^DJUSSC)
This Mutual Fund (YTD)
+67.82%
Peer Avg (YTD)
+3.47%
vs Peers
+64.35%

SMPIX Mutual Fund Performance

SMPIX performance across multiple time periods: 1-month 3.16%, YTD 67.82%, 1-year 130.06%, 3-year 89.40%, 5-year 54.02%, 10-year 49.78%.

SMPIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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