SMGAX Mutual Fund

SMGAX Mutual Fund

NAV$12.29
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Returns Overview

1 Month
+0.58%
3 Months
+4.95%
6 Months
+5.39%
YTD
+5.39%
1 Year
+8.35%
3 Years (annualized)
+9.20%
5 Years (annualized)
+6.14%
10 Years (annualized)
+6.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMGAX 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
S&P 500 Index Total Return
This Mutual Fund (YTD)
+5.39%
Peer Avg (YTD)
+5.87%
vs Peers
-0.47%

SMGAX Mutual Fund Performance

SMGAX performance across multiple time periods: 1-month 0.58%, YTD 5.39%, 1-year 8.35%, 3-year 9.20%, 5-year 6.14%, 10-year 6.49%.

SMGAX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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