SMCWX Mutual Fund

SMCWX Mutual Fund

NAV$85.07
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Returns Overview

1 Month
+3.99%
3 Months
+18.60%
6 Months
+17.36%
YTD
+16.32%
1 Year
+24.49%
3 Years (annualized)
+13.29%
5 Years (annualized)
+2.48%
10 Years (annualized)
+10.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMCWX 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
MSCI All Country World Small Cap Index(M7WDSC)
This Mutual Fund (YTD)
+16.32%
Peer Avg (YTD)
+9.16%
vs Peers
+7.16%

SMCWX Mutual Fund Performance

SMCWX performance across multiple time periods: 1-month 3.99%, YTD 16.32%, 1-year 24.49%, 3-year 13.29%, 5-year 2.48%, 10-year 10.63%.

SMCWX returns outperform the peer average of 9.16% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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