SMRPX Mutual Fund

SMRPX Mutual Fund

NAV$12.41
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Returns Overview

1 Month
-6.90%
3 Months
-4.63%
6 Months
-2.87%
YTD
+14.30%
1 Year
+14.41%
3 Years (annualized)
+23.74%
5 Years (annualized)
+18.89%
10 Years (annualized)
+5.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMRPX 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)
+14.30%
Peer Avg (YTD)
+19.29%
vs Peers
-4.98%

SMRPX Mutual Fund Performance

SMRPX performance across multiple time periods: 1-month -6.90%, YTD 14.30%, 1-year 14.41%, 3-year 23.74%, 5-year 18.89%, 10-year 5.96%.

SMRPX returns trail the peer average of 19.29% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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