SMLPX Mutual Fund

SMLPX Mutual Fund

NAV$12.41
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Returns Overview

1 Month
-6.97%
3 Months
-3.77%
6 Months
-2.01%
YTD
+16.74%
1 Year
+15.37%
3 Years (annualized)
+24.05%
5 Years (annualized)
+20.09%
10 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMLPX 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)
+16.74%
Peer Avg (YTD)
+19.29%
vs Peers
-2.55%

SMLPX Mutual Fund Performance

SMLPX performance across multiple time periods: 1-month -6.97%, YTD 16.74%, 1-year 15.37%, 3-year 24.05%, 5-year 20.09%, 10-year 9.38%.

SMLPX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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