SMGXX Mutual Fund

SMGXX Mutual Fund

NAV$1.00
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.26%
3 Months
+0.79%
6 Months
+1.59%
YTD
+1.59%
1 Year
+3.42%
3 Years (annualized)
+4.20%
5 Years (annualized)
+3.57%
10 Years (annualized)
+2.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMGXX 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

This Mutual Fund (YTD)
+1.59%
Peer Avg (YTD)
+1.70%
vs Peers
-0.11%

SMGXX Mutual Fund Performance

SMGXX performance across multiple time periods: 1-month 0.26%, YTD 1.59%, 1-year 3.42%, 3-year 4.20%, 5-year 3.57%, 10-year 2.12%.

SMGXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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