SMCPI Mutual Fund

SMCPI Mutual Fund

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Returns Overview

1 Month
-3.79%
3 Months
-6.23%
6 Months
+13.48%
YTD
+15.18%
1 Year
+11.96%
3 Years (annualized)
+14.73%
5 Years (annualized)
-0.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMCPI 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+15.18%
Peer Avg (YTD)
+6.72%
vs Peers
+8.45%

SMCPI Mutual Fund Performance

SMCPI performance across multiple time periods: 1-month -3.79%, YTD 15.18%, 1-year 11.96%, 3-year 14.73%, 5-year -0.41%.

SMCPI returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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