SMOAX Mutual Fund

SMOAX Mutual Fund

NAV$12.77
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Returns Overview

1 Month
+1.32%
3 Months
+1.72%
6 Months
+2.23%
YTD
+6.61%
1 Year
+10.10%
3 Years (annualized)
+9.37%
5 Years (annualized)
+3.55%
10 Years (annualized)
+4.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMOAX 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
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📉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
S&P 500 Index Total Return
This Mutual Fund (YTD)
+6.61%
Peer Avg (YTD)
+3.78%
vs Peers
+2.84%

SMOAX Mutual Fund Performance

SMOAX performance across multiple time periods: 1-month 1.32%, YTD 6.61%, 1-year 10.10%, 3-year 9.37%, 5-year 3.55%, 10-year 4.62%.

SMOAX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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