SMMSX Mutual Fund

SMMSX Mutual Fund

NAV$30.34
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Returns Overview

1 Month
+1.46%
3 Months
-3.44%
6 Months
+8.63%
YTD
+3.51%
1 Year
+5.89%
3 Years (annualized)
+17.77%
5 Years (annualized)
+6.37%
10 Years (annualized)
+14.63%

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)
+3.51%
Peer Avg (YTD)
+8.51%
vs Peers
-5.00%

SMMSX Mutual Fund Performance

SMMSX performance across multiple time periods: 1-month 1.46%, YTD 3.51%, 1-year 5.89%, 3-year 17.77%, 5-year 6.37%, 10-year 14.63%.

SMMSX returns trail the peer average of 8.51% 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.