SMNAX Mutual Fund

SMNAX Mutual Fund

NAV$29.07
See how much of SMNAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+7.03%
3 Months
+5.38%
6 Months
+8.50%
YTD
+8.86%
1 Year
+12.98%
3 Years (annualized)
+6.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMNAX 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
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+8.86%
Peer Avg (YTD)
+2.39%
vs Peers
+6.47%

SMNAX Mutual Fund Performance

SMNAX performance across multiple time periods: 1-month 7.03%, YTD 8.86%, 1-year 12.98%, 3-year 6.44%.

SMNAX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.44%, investors should weigh costs against performance when evaluating this mutual fund.

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