SMAPX Mutual Fund

SMAPX Mutual Fund

NAV$12.49
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Returns Overview

1 Month
-7.01%
3 Months
-4.68%
6 Months
-3.02%
YTD
+14.14%
1 Year
+14.05%
3 Years (annualized)
+23.41%
5 Years (annualized)
+18.64%
10 Years (annualized)
+5.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMAPX 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)
+14.14%
Peer Avg (YTD)
+19.29%
vs Peers
-5.15%

SMAPX Mutual Fund Performance

SMAPX performance across multiple time periods: 1-month -7.01%, YTD 14.14%, 1-year 14.05%, 3-year 23.41%, 5-year 18.64%, 10-year 5.86%.

SMAPX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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