SMPAX Mutual Fund

SMPAX Mutual Fund

NAV$12.48
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Returns Overview

1 Month
-1.83%
3 Months
-3.97%
6 Months
+5.29%
YTD
+1.90%
1 Year
+3.78%
3 Years (annualized)
+10.52%
5 Years (annualized)
+5.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMPAX 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
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+1.90%
Peer Avg (YTD)
+4.96%
vs Peers
-3.07%

SMPAX Mutual Fund Performance

SMPAX performance across multiple time periods: 1-month -1.83%, YTD 1.90%, 1-year 3.78%, 3-year 10.52%, 5-year 5.64%.

SMPAX returns trail the peer average of 4.96% YTD. With an expense ratio of 2.33%, investors should weigh costs against performance when evaluating this mutual fund.

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