SMMYX Mutual Fund

SMMYX Mutual Fund

NAV$14.53
See how much of SMMYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.38%
3 Months
-1.96%
6 Months
-2.15%
YTD
-0.89%
1 Year
-0.56%
3 Years (annualized)
+4.60%
5 Years (annualized)
+0.46%
10 Years (annualized)
+1.88%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.89%
Peer Avg (YTD)
-0.87%
vs Peers
-0.03%

SMMYX Mutual Fund Performance

SMMYX performance across multiple time periods: 1-month 3.38%, YTD -0.89%, 1-year -0.56%, 3-year 4.60%, 5-year 0.46%, 10-year 1.88%.

SMMYX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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