SMOAX Mutual Fund

SMOAX Mutual Fund

NAV$13.02
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Returns Overview

1 Month
+0.78%
3 Months
+1.49%
6 Months
+3.38%
YTD
+5.22%
1 Year
+10.74%
3 Years (annualized)
+8.49%
5 Years (annualized)
+3.42%
10 Years (annualized)
+4.45%

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)
+5.22%
Peer Avg (YTD)
+3.39%
vs Peers
+1.83%

SMOAX Mutual Fund Performance

SMOAX performance across multiple time periods: 1-month 0.78%, YTD 5.22%, 1-year 10.74%, 3-year 8.49%, 5-year 3.42%, 10-year 4.45%.

SMOAX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.29%, 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.