SMPSX Mutual Fund

SMPSX Mutual Fund

NAV$51.42
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Returns Overview

1 Month
-18.53%
3 Months
+3.35%
6 Months
+29.44%
YTD
+40.43%
1 Year
+66.25%
3 Years (annualized)
+69.76%
5 Years (annualized)
+46.69%
10 Years (annualized)
+43.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMPSX 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)
+40.43%
Peer Avg (YTD)
+2.39%
vs Peers
+38.04%

SMPSX Mutual Fund Performance

SMPSX performance across multiple time periods: 1-month -18.53%, YTD 40.43%, 1-year 66.25%, 3-year 69.76%, 5-year 46.69%, 10-year 43.50%.

SMPSX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.46%, investors should weigh costs against performance when evaluating this mutual fund.

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