SMRSX Mutual Fund

SMRSX Mutual Fund

NAV$10.19
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Returns Overview

1 Month
+0.03%
3 Months
+0.38%
6 Months
+0.61%
YTD
+0.81%
1 Year
+3.09%
3 Years (annualized)
+4.56%
5 Years (annualized)
+2.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMRSX 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
Bloomberg US Government/Credit Index(^BBGUSGCI)
This Mutual Fund (YTD)
+0.81%
Peer Avg (YTD)
+0.12%
vs Peers
+0.69%

SMRSX Mutual Fund Performance

SMRSX performance across multiple time periods: 1-month 0.03%, YTD 0.81%, 1-year 3.09%, 3-year 4.56%, 5-year 2.36%.

SMRSX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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