SMMCX Mutual Fund

NAV$14.82

Returns Overview

1 Month
+0.84%
3 Months
+2.57%
6 Months
+2.49%
YTD
+2.42%
1 Year
+6.98%
3 Years (annualized)
+3.30%
5 Years (annualized)
+0.30%
10 Years (annualized)
+1.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMMCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays California Municipal Bond Index(I00767US)
This Mutual Fund (YTD)
+2.42%
Peer Avg (YTD)
+1.79%
vs Peers
+0.64%

SMMCX Mutual Fund Performance

SMMCX performance across multiple time periods: 1-month 0.84%, YTD 2.42%, 1-year 6.98%, 3-year 3.30%, 5-year 0.30%, 10-year 1.44%.

SMMCX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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