SMAIX Mutual Fund

NAV$9.66

Returns Overview

1 Month
+0.34%
3 Months
+0.83%
6 Months
+1.39%
YTD
+1.39%
1 Year
+3.14%
3 Years (annualized)
+3.56%
5 Years (annualized)
+2.31%
10 Years (annualized)
+1.72%

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
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
IMONEYNET TAXFREE NATIONAL INSTITUTIONAL MONEY MARKET INDEX
This Mutual Fund (YTD)
+1.39%
Peer Avg (YTD)
+1.79%
vs Peers
-0.40%

SMAIX Mutual Fund Performance

SMAIX performance across multiple time periods: 1-month 0.34%, YTD 1.39%, 1-year 3.14%, 3-year 3.56%, 5-year 2.31%, 10-year 1.72%.

SMAIX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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