SMARX Mutual Fund

SMARX Mutual Fund

NAV$7.59
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Returns Overview

1 Month
+0.57%
3 Months
+0.16%
6 Months
-0.42%
YTD
+1.29%
1 Year
+3.14%
3 Years (annualized)
+6.08%
5 Years (annualized)
+1.48%
10 Years (annualized)
+2.53%

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)
+1.29%
Peer Avg (YTD)
+2.15%
vs Peers
-0.87%

SMARX Mutual Fund Performance

SMARX performance across multiple time periods: 1-month 0.57%, YTD 1.29%, 1-year 3.14%, 3-year 6.08%, 5-year 1.48%, 10-year 2.53%.

SMARX returns trail the peer average of 2.15% 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.