SMGSX Mutual Fund

SMGSX Mutual Fund

NAV$14.43
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Returns Overview

1 Month
+1.79%
3 Months
+1.85%
6 Months
+5.39%
YTD
+10.62%
1 Year
+16.58%
3 Years (annualized)
+14.68%
5 Years (annualized)
+6.50%
10 Years (annualized)
+7.43%

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)
+10.62%
Peer Avg (YTD)
+6.28%
vs Peers
+4.33%

SMGSX Mutual Fund Performance

SMGSX performance across multiple time periods: 1-month 1.79%, YTD 10.62%, 1-year 16.58%, 3-year 14.68%, 5-year 6.50%, 10-year 7.43%.

SMGSX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.49%, 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.