SMRPX Mutual Fund

SMRPX Mutual Fund

NAV$12.45
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Returns Overview

1 Month
+2.33%
3 Months
+1.84%
6 Months
+21.36%
YTD
+19.85%
1 Year
+21.70%
3 Years (annualized)
+24.00%
5 Years (annualized)
+17.73%
10 Years (annualized)
+9.63%

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
PROUpgrade to run
🏦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)
+19.85%
Peer Avg (YTD)
+14.02%
vs Peers
+5.83%

SMRPX Mutual Fund Performance

SMRPX performance across multiple time periods: 1-month 2.33%, YTD 19.85%, 1-year 21.70%, 3-year 24.00%, 5-year 17.73%, 10-year 9.63%.

SMRPX returns outperform the peer average of 14.02% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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