SMPSX Mutual Fund

SMPSX Mutual Fund

NAV$55.47
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Returns Overview

1 Month
+10.32%
3 Months
-4.76%
6 Months
+73.71%
YTD
+59.04%
1 Year
+73.50%
3 Years (annualized)
+74.28%
5 Years (annualized)
+46.98%
10 Years (annualized)
+43.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMPSX 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)
+59.04%
Peer Avg (YTD)
+5.40%
vs Peers
+53.64%

SMPSX Mutual Fund Performance

SMPSX performance across multiple time periods: 1-month 10.32%, YTD 59.04%, 1-year 73.50%, 3-year 74.28%, 5-year 46.98%, 10-year 43.49%.

SMPSX returns outperform the peer average of 5.40% YTD. With an expense ratio of 2.46%, investors should weigh costs against performance when evaluating this mutual fund.

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