SMTPX Mutual Fund

SMTPX Mutual Fund

NAV$25.46
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Returns Overview

1 Month
-1.94%
3 Months
-1.17%
6 Months
+9.02%
YTD
+6.44%
1 Year
+9.24%
3 Years (annualized)
+14.93%
5 Years (annualized)
+7.18%
10 Years (annualized)
+9.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMTPX 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
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📉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
JPM SMARTRETIREMENT 2040 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+6.44%
Peer Avg (YTD)
+7.09%
vs Peers
-0.64%

SMTPX Mutual Fund Performance

SMTPX performance across multiple time periods: 1-month -1.94%, YTD 6.44%, 1-year 9.24%, 3-year 14.93%, 5-year 7.18%, 10-year 9.48%.

SMTPX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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