SMPSX Mutual Fund

NAV$56.28

Returns Overview

1 Month
+3.07%
3 Months
+82.39%
6 Months
+72.36%
YTD
+66.99%
1 Year
+127.80%
3 Years (annualized)
+87.53%
5 Years (annualized)
+54.12%
10 Years (annualized)
+55.82%

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
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)
+66.99%
Peer Avg (YTD)
+3.47%
vs Peers
+63.52%

SMPSX Mutual Fund Performance

SMPSX performance across multiple time periods: 1-month 3.07%, YTD 66.99%, 1-year 127.80%, 3-year 87.53%, 5-year 54.12%, 10-year 55.82%.

SMPSX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.46%, investors should weigh costs against performance when evaluating this mutual fund.

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