SMARX Mutual Fund

SMARX Mutual Fund

NAV$7.83
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Returns Overview

1 Month
-1.08%
3 Months
+0.02%
6 Months
+0.52%
YTD
+0.71%
1 Year
+3.52%
3 Years (annualized)
+5.74%
5 Years (annualized)
+1.41%
10 Years (annualized)
+2.61%

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
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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
Bloomberg US Intermediate Credit Index
This Mutual Fund (YTD)
+0.71%
Peer Avg (YTD)
+0.12%
vs Peers
+0.59%

SMARX Mutual Fund Performance

SMARX performance across multiple time periods: 1-month -1.08%, YTD 0.71%, 1-year 3.52%, 3-year 5.74%, 5-year 1.41%, 10-year 2.61%.

SMARX returns outperform the peer average of 0.12% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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