SMCIX Mutual Fund

SMCIX Mutual Fund

NAV$25.09
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Returns Overview

1 Month
-2.09%
3 Months
+6.38%
6 Months
+14.90%
YTD
+21.26%
1 Year
+32.67%
3 Years (annualized)
+12.48%
5 Years (annualized)
+6.99%
10 Years (annualized)
+10.10%

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)
+21.26%
Peer Avg (YTD)
+15.31%
vs Peers
+5.95%

SMCIX Mutual Fund Performance

SMCIX performance across multiple time periods: 1-month -2.09%, YTD 21.26%, 1-year 32.67%, 3-year 12.48%, 5-year 6.99%, 10-year 10.10%.

SMCIX returns outperform the peer average of 15.31% 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.