SMCCX Mutual Fund

SMCCX Mutual Fund

NAV$9.02
See how much of SMCCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.76%
3 Months
+0.14%
6 Months
+0.92%
YTD
+1.09%
1 Year
+4.00%
3 Years (annualized)
+5.15%
5 Years (annualized)
+0.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMCCX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.09%
Peer Avg (YTD)
+2.32%
vs Peers
-1.23%

SMCCX Mutual Fund Performance

SMCCX performance across multiple time periods: 1-month -0.76%, YTD 1.09%, 1-year 4.00%, 3-year 5.15%, 5-year 0.96%.

SMCCX returns trail the peer average of 2.32% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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