SMMYX Mutual Fund

SMMYX Mutual Fund

NAV$14.87
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Returns Overview

1 Month
+0.90%
3 Months
+2.76%
6 Months
+2.86%
YTD
+2.86%
1 Year
+7.81%
3 Years (annualized)
+4.08%
5 Years (annualized)
+1.04%
10 Years (annualized)
+2.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMMYX 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
Bloomberg Barclays California Municipal Bond Index(I00767US)
This Mutual Fund (YTD)
+2.86%
Peer Avg (YTD)
+1.79%
vs Peers
+1.08%

SMMYX Mutual Fund Performance

SMMYX performance across multiple time periods: 1-month 0.90%, YTD 2.86%, 1-year 7.81%, 3-year 4.08%, 5-year 1.04%, 10-year 2.18%.

SMMYX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

SMMYX performance comparison shows side-by-side returns with another fund. SMMYX alternatives are available in the Mutual Fund Screener.