SMAVX Mutual Fund

NAV$9.66

Returns Overview

1 Month
+0.22%
3 Months
+0.66%
6 Months
+1.16%
YTD
+1.16%
1 Year
+2.80%
3 Years (annualized)
+3.28%
5 Years (annualized)
+2.04%
10 Years (annualized)
+1.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMAVX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
IMONEYNET TAXFREE NATIONAL INSTITUTIONAL MONEY MARKET INDEX
This Mutual Fund (YTD)
+1.16%
Peer Avg (YTD)
+1.79%
vs Peers
-0.62%

SMAVX Mutual Fund Performance

SMAVX performance across multiple time periods: 1-month 0.22%, YTD 1.16%, 1-year 2.80%, 3-year 3.28%, 5-year 2.04%, 10-year 1.44%.

SMAVX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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