SMTPX Mutual Fund

SMTPX Mutual Fund

NAV$26.02
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Returns Overview

1 Month
+0.47%
3 Months
+10.31%
6 Months
+8.35%
YTD
+7.71%
1 Year
+16.45%
3 Years (annualized)
+14.70%
5 Years (annualized)
+7.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMTPX 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
JPM SMARTRETIREMENT 2040 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+7.71%
Peer Avg (YTD)
+7.64%
vs Peers
+0.07%

SMTPX Mutual Fund Performance

SMTPX performance across multiple time periods: 1-month 0.47%, YTD 7.71%, 1-year 16.45%, 3-year 14.70%, 5-year 7.50%.

SMTPX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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