SMACX Mutual Fund

SMACX Mutual Fund

NAV$11.29
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Returns Overview

1 Month
+0.88%
3 Months
-0.52%
6 Months
+1.78%
YTD
+3.71%
1 Year
+7.06%
3 Years (annualized)
+10.95%
5 Years (annualized)
+5.44%

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
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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
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+3.71%
Peer Avg (YTD)
+6.28%
vs Peers
-2.57%

SMACX Mutual Fund Performance

SMACX performance across multiple time periods: 1-month 0.88%, YTD 3.71%, 1-year 7.06%, 3-year 10.95%, 5-year 5.44%.

SMACX returns trail the peer average of 6.28% YTD. With an expense ratio of 2.20%, investors should weigh costs against performance when evaluating this mutual fund.

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