SMMRX Mutual Fund

SMMRX Mutual Fund

NAV$26.06
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Returns Overview

1 Month
-8.53%
3 Months
-4.39%
6 Months
-5.10%
YTD
-2.69%
1 Year
-8.57%
3 Years (annualized)
+18.67%
5 Years (annualized)
+4.62%
10 Years (annualized)
+13.60%

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
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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(SPX)
This Mutual Fund (YTD)
-2.69%
Peer Avg (YTD)
+4.64%
vs Peers
-7.33%

SMMRX Mutual Fund Performance

SMMRX performance across multiple time periods: 1-month -8.53%, YTD -2.69%, 1-year -8.57%, 3-year 18.67%, 5-year 4.62%, 10-year 13.60%.

SMMRX returns trail the peer average of 4.64% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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