SMFIX Mutual Fund

NAV$9.72

Returns Overview

1 Month
-0.40%
3 Months
+3.69%
6 Months
+5.35%
YTD
+4.46%
1 Year
+22.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMFIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

This Mutual Fund (YTD)
+4.46%
Peer Avg (YTD)
+3.47%
vs Peers
+0.99%

SMFIX Mutual Fund Performance

SMFIX performance across multiple time periods: 1-month -0.40%, YTD 4.46%, 1-year 22.11%.

SMFIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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