SMARX Mutual Fund

NAV$7.86

Returns Overview

1 Month
+0.67%
3 Months
+1.54%
6 Months
+1.80%
YTD
+1.80%
1 Year
+4.57%
3 Years (annualized)
+6.31%
5 Years (annualized)
+1.84%
10 Years (annualized)
+2.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMARX 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
Bloomberg US Intermediate Credit Index
This Mutual Fund (YTD)
+1.80%
Peer Avg (YTD)
+3.23%
vs Peers
-1.42%

SMARX Mutual Fund Performance

SMARX performance across multiple time periods: 1-month 0.67%, YTD 1.80%, 1-year 4.57%, 3-year 6.31%, 5-year 1.84%, 10-year 2.90%.

SMARX returns trail the peer average of 3.23% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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