SMCVX Mutual Fund

SMCVX Mutual Fund

NAV$8.86
See how much of SMCVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.80%
3 Months
-0.77%
6 Months
-0.53%
YTD
+0.39%
1 Year
+0.72%
3 Years (annualized)
+6.91%
5 Years (annualized)
+1.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMCVX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.39%
Peer Avg (YTD)
+0.43%
vs Peers
-0.04%

SMCVX Mutual Fund Performance

SMCVX performance across multiple time periods: 1-month 0.80%, YTD 0.39%, 1-year 0.72%, 3-year 6.91%, 5-year 1.66%.

SMCVX returns trail the peer average of 0.43% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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