SMMSX Mutual Fund

SMMSX Mutual Fund

NAV$29.27
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Returns Overview

1 Month
-6.77%
3 Months
-0.62%
6 Months
+3.15%
YTD
+2.02%
1 Year
+5.32%
3 Years (annualized)
+16.54%
5 Years (annualized)
+6.76%
10 Years (annualized)
+14.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMMSX 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)
+2.02%
Peer Avg (YTD)
+6.23%
vs Peers
-4.21%

SMMSX Mutual Fund Performance

SMMSX performance across multiple time periods: 1-month -6.77%, YTD 2.02%, 1-year 5.32%, 3-year 16.54%, 5-year 6.76%, 10-year 14.43%.

SMMSX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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