SMTAX Mutual Fund

SMTAX Mutual Fund

NAV$25.84
See how much of SMTAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.78%
3 Months
+2.42%
6 Months
+5.18%
YTD
+6.91%
1 Year
+15.03%
3 Years (annualized)
+13.48%
5 Years (annualized)
+7.31%
10 Years (annualized)
+9.58%

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
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
JPM SMARTRETIREMENT 2040 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+6.91%
Peer Avg (YTD)
+6.99%
vs Peers
-0.08%

SMTAX Mutual Fund Performance

SMTAX performance across multiple time periods: 1-month -0.78%, YTD 6.91%, 1-year 15.03%, 3-year 13.48%, 5-year 7.31%, 10-year 9.58%.

SMTAX returns trail the peer average of 6.99% 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.