SMGSX Mutual Fund

SMGSX Mutual Fund

NAV$14.80
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Returns Overview

1 Month
-0.14%
3 Months
+8.46%
6 Months
+8.94%
YTD
+8.46%
1 Year
+17.87%
3 Years (annualized)
+13.99%
5 Years (annualized)
+6.47%
10 Years (annualized)
+7.51%

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)
+8.46%
Peer Avg (YTD)
+5.87%
vs Peers
+2.59%

SMGSX Mutual Fund Performance

SMGSX performance across multiple time periods: 1-month -0.14%, YTD 8.46%, 1-year 17.87%, 3-year 13.99%, 5-year 6.47%, 10-year 7.51%.

SMGSX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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