SMFNX Mutual Fund

SMFNX Mutual Fund

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Returns Overview

1 Month
-1.32%
3 Months
+0.10%
6 Months
+0.72%
YTD
+3.07%
1 Year
+21.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMFNX 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

This Mutual Fund (YTD)
+3.07%
Peer Avg (YTD)
+2.39%
vs Peers
+0.68%

SMFNX Mutual Fund Performance

SMFNX performance across multiple time periods: 1-month -1.32%, YTD 3.07%, 1-year 21.47%.

SMFNX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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