SMAAX Mutual Fund

NAV$10.16
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Returns Overview

1 Month
+0.44%
3 Months
+1.41%
6 Months
+0.72%
YTD
+0.72%
1 Year
+4.37%
3 Years (annualized)
+2.74%
5 Years (annualized)
+0.36%
10 Years (annualized)
+1.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMAAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Massachusetts Intermediate Municipal Index Return(BBGMSCIUSGBI)
This Mutual Fund (YTD)
+0.72%
Peer Avg (YTD)
+1.79%
vs Peers
-1.07%

SMAAX Mutual Fund Performance

SMAAX performance across multiple time periods: 1-month 0.44%, YTD 0.72%, 1-year 4.37%, 3-year 2.74%, 5-year 0.36%, 10-year 1.15%.

SMAAX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

SMAAX performance comparison shows side-by-side returns with another fund. SMAAX alternatives are available in the Mutual Fund Screener.