SMCHX Mutual Fund

NAV$9.48

Returns Overview

1 Month
+0.19%
3 Months
+0.78%
6 Months
+0.35%
YTD
+0.45%
1 Year
+2.84%
3 Years (annualized)
+3.59%
5 Years (annualized)
-0.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMCHX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.45%
Peer Avg (YTD)
+3.23%
vs Peers
-2.78%

SMCHX Mutual Fund Performance

SMCHX performance across multiple time periods: 1-month 0.19%, YTD 0.45%, 1-year 2.84%, 3-year 3.59%, 5-year -0.36%.

SMCHX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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