SMSRX Mutual Fund

SMSRX Mutual Fund

NAV$7.39
See how much of SMSRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.08%
3 Months
+0.36%
6 Months
+0.34%
YTD
+1.68%
1 Year
+9.35%
3 Years (annualized)
+9.37%
5 Years (annualized)
+3.65%
10 Years (annualized)
+3.51%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JP Morgan Emerging Markets Blended Index (JEMB) - Equal Weighted
This Mutual Fund (YTD)
+1.68%
Peer Avg (YTD)
+2.32%
vs Peers
-0.65%

SMSRX Mutual Fund Performance

SMSRX performance across multiple time periods: 1-month -1.08%, YTD 1.68%, 1-year 9.35%, 3-year 9.37%, 5-year 3.65%, 10-year 3.51%.

SMSRX returns trail the peer average of 2.32% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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