SMNAX Mutual Fund

SMNAX Mutual Fund

NAV$31.33
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Returns Overview

1 Month
+4.24%
3 Months
+6.37%
6 Months
+12.09%
YTD
+14.73%
1 Year
+18.53%
3 Years (annualized)
+4.92%

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
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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
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+14.73%
Peer Avg (YTD)
+3.05%
vs Peers
+11.68%

SMNAX Mutual Fund Performance

SMNAX performance across multiple time periods: 1-month 4.24%, YTD 14.73%, 1-year 18.53%, 3-year 4.92%.

SMNAX returns outperform the peer average of 3.05% YTD. With an expense ratio of 2.71%, 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.