SMAAX Mutual Fund

SMAAX Mutual Fund

NAV$10.05
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Returns Overview

1 Month
+3.19%
3 Months
-0.19%
6 Months
-1.43%
YTD
-1.24%
1 Year
-0.71%
3 Years (annualized)
+3.25%
5 Years (annualized)
+0.18%
10 Years (annualized)
+1.06%

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
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
Bloomberg Massachusetts Intermediate Municipal Index Return(BBGMSCIUSGBI)
This Mutual Fund (YTD)
-1.24%
Peer Avg (YTD)
-0.87%
vs Peers
-0.38%

SMAAX Mutual Fund Performance

SMAAX performance across multiple time periods: 1-month 3.19%, YTD -1.24%, 1-year -0.71%, 3-year 3.25%, 5-year 0.18%, 10-year 1.06%.

SMAAX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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