SMGIX Mutual Fund

SMGIX Mutual Fund

NAV$43.40
See how much of SMGIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.95%
3 Months
+5.59%
6 Months
+9.12%
YTD
+9.49%
1 Year
+16.93%
3 Years (annualized)
+18.90%
5 Years (annualized)
+11.85%
10 Years (annualized)
+14.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMGIX 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

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.49%
Peer Avg (YTD)
+9.41%
vs Peers
+0.08%

SMGIX Mutual Fund Performance

SMGIX performance across multiple time periods: 1-month 0.95%, YTD 9.49%, 1-year 16.93%, 3-year 18.90%, 5-year 11.85%, 10-year 14.66%.

SMGIX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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