SMSRX Mutual Fund

SMSRX Mutual Fund

NAV$7.00
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Returns Overview

1 Month
-0.28%
3 Months
-2.44%
6 Months
-2.09%
YTD
-0.80%
1 Year
+1.07%
3 Years (annualized)
+10.51%
5 Years (annualized)
+3.54%
10 Years (annualized)
+3.12%

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
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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
JP Morgan Emerging Markets Blended Index (JEMB) - Equal Weighted
This Mutual Fund (YTD)
-0.80%
Peer Avg (YTD)
+0.43%
vs Peers
-1.23%

SMSRX Mutual Fund Performance

SMSRX performance across multiple time periods: 1-month -0.28%, YTD -0.80%, 1-year 1.07%, 3-year 10.51%, 5-year 3.54%, 10-year 3.12%.

SMSRX returns trail the peer average of 0.43% 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.