SMCFX Mutual Fund

SMCFX Mutual Fund

NAV$84.42
See how much of SMCFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.78%
3 Months
+0.53%
6 Months
+5.25%
YTD
+13.57%
1 Year
+17.20%
3 Years (annualized)
+12.44%
5 Years (annualized)
+1.27%
10 Years (annualized)
+9.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMCFX 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
MSCI All Country World Small Cap Index(M7WDSC)
This Mutual Fund (YTD)
+13.57%
Peer Avg (YTD)
+9.98%
vs Peers
+3.59%

SMCFX Mutual Fund Performance

SMCFX performance across multiple time periods: 1-month 2.78%, YTD 13.57%, 1-year 17.20%, 3-year 12.44%, 5-year 1.27%, 10-year 9.86%.

SMCFX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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