SMGSX Mutual Fund

SMGSX Mutual Fund

NAV$14.72
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Returns Overview

1 Month
+0.20%
3 Months
+2.60%
6 Months
+6.23%
YTD
+8.67%
1 Year
+17.61%
3 Years (annualized)
+12.67%
5 Years (annualized)
+6.00%
10 Years (annualized)
+7.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMGSX 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)
+8.67%
Peer Avg (YTD)
+5.54%
vs Peers
+3.13%

SMGSX Mutual Fund Performance

SMGSX performance across multiple time periods: 1-month 0.20%, YTD 8.67%, 1-year 17.61%, 3-year 12.67%, 5-year 6.00%, 10-year 7.11%.

SMGSX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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