SMFNX Mutual Fund

SMFNX Mutual Fund

NAV$9.72
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Returns Overview

1 Month
-0.40%
3 Months
+3.57%
6 Months
+5.34%
YTD
+4.45%
1 Year
+22.07%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+4.45%
Peer Avg (YTD)
+3.47%
vs Peers
+0.98%

SMFNX Mutual Fund Performance

SMFNX performance across multiple time periods: 1-month -0.40%, YTD 4.45%, 1-year 22.07%.

SMFNX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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