SMTCX Mutual Fund

SMTCX Mutual Fund

NAV$24.36
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Returns Overview

1 Month
+1.51%
3 Months
+1.10%
6 Months
+4.89%
YTD
+8.18%
1 Year
+13.41%
3 Years (annualized)
+14.36%
5 Years (annualized)
+6.64%
10 Years (annualized)
+9.21%

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
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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)
+8.18%
Peer Avg (YTD)
+8.76%
vs Peers
-0.58%

SMTCX Mutual Fund Performance

SMTCX performance across multiple time periods: 1-month 1.51%, YTD 8.18%, 1-year 13.41%, 3-year 14.36%, 5-year 6.64%, 10-year 9.21%.

SMTCX returns trail the peer average of 8.76% 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.