SMTCX Mutual Fund

SMTCX Mutual Fund

NAV$24.99
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Returns Overview

1 Month
-0.81%
3 Months
+2.25%
6 Months
+4.93%
YTD
+6.57%
1 Year
+14.40%
3 Years (annualized)
+12.84%
5 Years (annualized)
+6.70%
10 Years (annualized)
+9.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMTCX 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
JPM SMARTRETIREMENT 2040 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+6.57%
Peer Avg (YTD)
+6.99%
vs Peers
-0.42%

SMTCX Mutual Fund Performance

SMTCX performance across multiple time periods: 1-month -0.81%, YTD 6.57%, 1-year 14.40%, 3-year 12.84%, 5-year 6.70%, 10-year 9.06%.

SMTCX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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