SMFZX Mutual Fund

SMFZX Mutual Fund

NAV$9.70
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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 SMFZX 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

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

SMFZX Mutual Fund Performance

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

SMFZX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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