SMSRX Mutual Fund

NAV$7.38

Returns Overview

1 Month
+0.78%
3 Months
+4.41%
6 Months
+2.93%
YTD
+2.79%
1 Year
+11.01%
3 Years (annualized)
+10.52%
5 Years (annualized)
+3.80%
10 Years (annualized)
+3.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMSRX 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
JP Morgan Emerging Markets Blended Index (JEMB) - Equal Weighted
This Mutual Fund (YTD)
+2.79%
Peer Avg (YTD)
+3.07%
vs Peers
-0.28%

SMSRX Mutual Fund Performance

SMSRX performance across multiple time periods: 1-month 0.78%, YTD 2.79%, 1-year 11.01%, 3-year 10.52%, 5-year 3.80%, 10-year 3.80%.

SMSRX returns trail the peer average of 3.07% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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