SMTIX Mutual Fund

SMTIX Mutual Fund

NAV$25.77
See how much of SMTIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.60%
3 Months
+1.32%
6 Months
+5.34%
YTD
+8.81%
1 Year
+14.43%
3 Years (annualized)
+15.40%
5 Years (annualized)
+7.61%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMTIX 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)
+8.81%
Peer Avg (YTD)
+8.76%
vs Peers
+0.05%

SMTIX Mutual Fund Performance

SMTIX performance across multiple time periods: 1-month 1.60%, YTD 8.81%, 1-year 14.43%, 3-year 15.40%, 5-year 7.61%, 10-year 10.04%.

SMTIX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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