SMACX Mutual Fund

NAV$11.61

Returns Overview

1 Month
+1.91%
3 Months
+9.12%
6 Months
+6.64%
YTD
+6.25%
1 Year
+12.61%
3 Years (annualized)
+11.95%
5 Years (annualized)
+6.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMACX 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

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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
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+6.25%
Peer Avg (YTD)
+5.87%
vs Peers
+0.38%

SMACX Mutual Fund Performance

SMACX performance across multiple time periods: 1-month 1.91%, YTD 6.25%, 1-year 12.61%, 3-year 11.95%, 5-year 6.25%.

SMACX returns outperform the peer average of 5.87% YTD. With an expense ratio of 2.20%, investors should weigh costs against performance when evaluating this mutual fund.

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