SMASX Mutual Fund

SMASX Mutual Fund

NAV$10.08
See how much of SMASX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.27%
3 Months
+0.42%
6 Months
+0.40%
YTD
+1.19%
1 Year
+2.56%
3 Years (annualized)
+4.48%
5 Years (annualized)
+2.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMASX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Government/Credit Index(^BBGUSGCI)
This Mutual Fund (YTD)
+1.19%
Peer Avg (YTD)
+2.15%
vs Peers
-0.97%

SMASX Mutual Fund Performance

SMASX performance across multiple time periods: 1-month 0.27%, YTD 1.19%, 1-year 2.56%, 3-year 4.48%, 5-year 2.33%.

SMASX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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