SMCIX Mutual Fund

SMCIX Mutual Fund

NAV$24.39
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Returns Overview

1 Month
+2.41%
3 Months
-3.95%
6 Months
+2.18%
YTD
+15.36%
1 Year
+19.49%
3 Years (annualized)
+17.10%
5 Years (annualized)
+3.89%
10 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMCIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+15.36%
Peer Avg (YTD)
+12.21%
vs Peers
+3.16%

SMCIX Mutual Fund Performance

SMCIX performance across multiple time periods: 1-month 2.41%, YTD 15.36%, 1-year 19.49%, 3-year 17.10%, 5-year 3.89%, 10-year 9.12%.

SMCIX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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