SMRPX Mutual Fund

SMRPX Mutual Fund

NAV$12.59
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Returns Overview

1 Month
+1.54%
3 Months
+0.37%
6 Months
+14.59%
YTD
+23.23%
1 Year
+23.81%
3 Years (annualized)
+23.10%
5 Years (annualized)
+19.63%
10 Years (annualized)
+9.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMRPX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+23.23%
Peer Avg (YTD)
+19.98%
vs Peers
+3.25%

SMRPX Mutual Fund Performance

SMRPX performance across multiple time periods: 1-month 1.54%, YTD 23.23%, 1-year 23.81%, 3-year 23.10%, 5-year 19.63%, 10-year 9.84%.

SMRPX returns outperform the peer average of 19.98% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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