SMNAX Mutual Fund

SMNAX Mutual Fund

NAV$28.47
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Returns Overview

1 Month
+1.59%
3 Months
-0.94%
6 Months
+0.77%
YTD
+1.71%
1 Year
+1.51%
3 Years (annualized)
+1.78%

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)
+1.71%
Peer Avg (YTD)
+3.47%
vs Peers
-1.77%

SMNAX Mutual Fund Performance

SMNAX performance across multiple time periods: 1-month 1.59%, YTD 1.71%, 1-year 1.51%, 3-year 1.78%.

SMNAX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.44%, investors should weigh costs against performance when evaluating this mutual fund.

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