SMMRX Mutual Fund

SMMRX Mutual Fund

NAV$29.53
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Returns Overview

1 Month
+1.43%
3 Months
-3.56%
6 Months
+8.43%
YTD
+3.23%
1 Year
+4.98%
3 Years (annualized)
+16.16%
5 Years (annualized)
+6.39%
10 Years (annualized)
+14.03%

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)
+3.23%
Peer Avg (YTD)
+8.51%
vs Peers
-5.28%

SMMRX Mutual Fund Performance

SMMRX performance across multiple time periods: 1-month 1.43%, YTD 3.23%, 1-year 4.98%, 3-year 16.16%, 5-year 6.39%, 10-year 14.03%.

SMMRX returns trail the peer average of 8.51% 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.