SMAIX Mutual Fund

SMAIX Mutual Fund

NAV$9.63
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Returns Overview

1 Month
+0.73%
3 Months
+0.25%
6 Months
+0.74%
YTD
+1.56%
1 Year
+1.81%
3 Years (annualized)
+3.07%
5 Years (annualized)
+2.13%
10 Years (annualized)
+1.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMAIX 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
IMONEYNET TAXFREE NATIONAL INSTITUTIONAL MONEY MARKET INDEX
This Mutual Fund (YTD)
+1.56%
Peer Avg (YTD)
-0.87%
vs Peers
+2.42%

SMAIX Mutual Fund Performance

SMAIX performance across multiple time periods: 1-month 0.73%, YTD 1.56%, 1-year 1.81%, 3-year 3.07%, 5-year 2.13%, 10-year 1.59%.

SMAIX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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