SMMRX Mutual Fund

NAV$29.38

Returns Overview

1 Month
+2.00%
3 Months
+21.01%
6 Months
+9.39%
YTD
+9.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMMRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.19%
Peer Avg (YTD)
+8.97%
vs Peers
+0.22%

SMMRX Mutual Fund Performance

SMMRX performance across multiple time periods: 1-month 2.00%, YTD 9.19%.

SMMRX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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