SMCFX Mutual Fund

NAV$86.98

Returns Overview

1 Month
+4.01%
3 Months
+18.68%
6 Months
+17.50%
YTD
+16.47%
1 Year
+24.80%
3 Years (annualized)
+13.59%
5 Years (annualized)
+2.76%
10 Years (annualized)
+10.93%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Small Cap Index(M7WDSC)
This Mutual Fund (YTD)
+16.47%
Peer Avg (YTD)
+9.16%
vs Peers
+7.30%

SMCFX Mutual Fund Performance

SMCFX performance across multiple time periods: 1-month 4.01%, YTD 16.47%, 1-year 24.80%, 3-year 13.59%, 5-year 2.76%, 10-year 10.93%.

SMCFX returns outperform the peer average of 9.16% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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