SMMSX Mutual Fund

SMMSX Mutual Fund

NAV$27.09
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Returns Overview

1 Month
-8.47%
3 Months
-4.27%
6 Months
-4.87%
YTD
-2.34%
1 Year
-8.24%
3 Years (annualized)
+19.09%
5 Years (annualized)
+4.99%
10 Years (annualized)
+14.00%

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)
-2.34%
Peer Avg (YTD)
+5.23%
vs Peers
-7.57%

SMMSX Mutual Fund Performance

SMMSX performance across multiple time periods: 1-month -8.47%, YTD -2.34%, 1-year -8.24%, 3-year 19.09%, 5-year 4.99%, 10-year 14.00%.

SMMSX returns trail the peer average of 5.23% 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.