SMGAX Mutual Fund

SMGAX Mutual Fund

NAV$12.25
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Returns Overview

1 Month
+1.63%
3 Months
+2.82%
6 Months
+5.58%
YTD
+6.06%
1 Year
+8.97%
3 Years (annualized)
+9.10%
5 Years (annualized)
+5.35%
10 Years (annualized)
+5.94%

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)
+6.06%
Peer Avg (YTD)
+5.54%
vs Peers
+0.52%

SMGAX Mutual Fund Performance

SMGAX performance across multiple time periods: 1-month 1.63%, YTD 6.06%, 1-year 8.97%, 3-year 9.10%, 5-year 5.35%, 10-year 5.94%.

SMGAX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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