SMAAX Mutual Fund

SMAAX Mutual Fund

NAV$9.77
See how much of SMAAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.32%
3 Months
-1.05%
6 Months
-2.78%
YTD
-0.77%
1 Year
+1.78%
3 Years (annualized)
+2.42%
5 Years (annualized)
-0.03%
10 Years (annualized)
+1.00%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
-0.77%
Peer Avg (YTD)
+0.15%
vs Peers
-0.92%

SMAAX Mutual Fund Performance

SMAAX performance across multiple time periods: 1-month 0.32%, YTD -0.77%, 1-year 1.78%, 3-year 2.42%, 5-year -0.03%, 10-year 1.00%.

SMAAX returns trail the peer average of 0.15% 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.