SMAAX Mutual Fund

SMAAX Mutual Fund

NAV$10.09
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Returns Overview

1 Month
-1.79%
3 Months
-1.26%
6 Months
-2.01%
YTD
-1.09%
1 Year
+2.22%
3 Years (annualized)
+2.12%
5 Years (annualized)
-0.11%
10 Years (annualized)
+0.94%

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)
-1.09%
Peer Avg (YTD)
+0.23%
vs Peers
-1.32%

SMAAX Mutual Fund Performance

SMAAX performance across multiple time periods: 1-month -1.79%, YTD -1.09%, 1-year 2.22%, 3-year 2.12%, 5-year -0.11%, 10-year 0.94%.

SMAAX returns trail the peer average of 0.23% 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.