SMSAX Mutual Fund

NAV$10.70

Returns Overview

1 Month
+0.38%
3 Months
+5.22%
6 Months
+7.33%
YTD
+6.79%
1 Year
+14.26%
3 Years (annualized)
+9.96%
5 Years (annualized)
+4.97%
10 Years (annualized)
+4.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMSAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA 0-3 Month US Treasury Bill Index(IUTB)
This Mutual Fund (YTD)
+6.79%
Peer Avg (YTD)
+3.47%
vs Peers
+3.32%

SMSAX Mutual Fund Performance

SMSAX performance across multiple time periods: 1-month 0.38%, YTD 6.79%, 1-year 14.26%, 3-year 9.96%, 5-year 4.97%, 10-year 4.81%.

SMSAX returns outperform the peer average of 3.47% YTD. With an expense ratio of 2.93%, investors should weigh costs against performance when evaluating this mutual fund.

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