SMCVX Mutual Fund

SMCVX Mutual Fund

NAV$9.04
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Returns Overview

1 Month
-0.65%
3 Months
+0.24%
6 Months
+1.01%
YTD
+1.17%
1 Year
+4.08%
3 Years (annualized)
+6.01%
5 Years (annualized)
+1.77%

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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.17%
Peer Avg (YTD)
+2.32%
vs Peers
-1.15%

SMCVX Mutual Fund Performance

SMCVX performance across multiple time periods: 1-month -0.65%, YTD 1.17%, 1-year 4.08%, 3-year 6.01%, 5-year 1.77%.

SMCVX returns trail the peer average of 2.32% 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.