SMOAX Mutual Fund

SMOAX Mutual Fund

NAV$12.98
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Returns Overview

1 Month
-0.39%
3 Months
+3.49%
6 Months
+4.58%
YTD
+4.41%
1 Year
+9.65%
3 Years (annualized)
+8.63%
5 Years (annualized)
+3.53%
10 Years (annualized)
+4.49%

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
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
S&P 500 Index Total Return
This Mutual Fund (YTD)
+4.41%
Peer Avg (YTD)
+4.14%
vs Peers
+0.26%

SMOAX Mutual Fund Performance

SMOAX performance across multiple time periods: 1-month -0.39%, YTD 4.41%, 1-year 9.65%, 3-year 8.63%, 5-year 3.53%, 10-year 4.49%.

SMOAX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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