SMNIX Mutual Fund

SMNIX Mutual Fund

NAV$28.53
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Returns Overview

1 Month
+7.05%
3 Months
+5.44%
6 Months
+8.59%
YTD
+7.99%
1 Year
+13.23%
3 Years (annualized)
+6.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMNIX 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)
+7.99%
Peer Avg (YTD)
+2.39%
vs Peers
+5.60%

SMNIX Mutual Fund Performance

SMNIX performance across multiple time periods: 1-month 7.05%, YTD 7.99%, 1-year 13.23%, 3-year 6.56%.

SMNIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 2.25%, investors should weigh costs against performance when evaluating this mutual fund.

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