SMPIX Mutual Fund

SMPIX Mutual Fund

NAV$88.49
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Returns Overview

1 Month
+10.39%
3 Months
-4.52%
6 Months
+74.54%
YTD
+60.24%
1 Year
+75.22%
3 Years (annualized)
+76.03%
5 Years (annualized)
+48.46%
10 Years (annualized)
+44.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMPIX 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
Dow Jones US Semiconductors Index(^DJUSSC)
This Mutual Fund (YTD)
+60.24%
Peer Avg (YTD)
+5.40%
vs Peers
+54.84%

SMPIX Mutual Fund Performance

SMPIX performance across multiple time periods: 1-month 10.39%, YTD 60.24%, 1-year 75.22%, 3-year 76.03%, 5-year 48.46%, 10-year 44.71%.

SMPIX returns outperform the peer average of 5.40% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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