SMTAX Mutual Fund

SMTAX Mutual Fund

NAV$25.23
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Returns Overview

1 Month
+1.54%
3 Months
+1.22%
6 Months
+5.14%
YTD
+8.56%
1 Year
+14.01%
3 Years (annualized)
+14.99%
5 Years (annualized)
+7.24%
10 Years (annualized)
+9.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMTAX 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
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📉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
JPM SMARTRETIREMENT 2040 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+8.56%
Peer Avg (YTD)
+8.76%
vs Peers
-0.20%

SMTAX Mutual Fund Performance

SMTAX performance across multiple time periods: 1-month 1.54%, YTD 8.56%, 1-year 14.01%, 3-year 14.99%, 5-year 7.24%, 10-year 9.71%.

SMTAX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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