SMTQX Mutual Fund

SMTQX Mutual Fund

NAV$26.03
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Returns Overview

1 Month
+0.51%
3 Months
+10.45%
6 Months
+8.53%
YTD
+7.84%
1 Year
+16.79%
3 Years (annualized)
+15.00%
5 Years (annualized)
+7.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMTQX 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)
+7.84%
Peer Avg (YTD)
+7.64%
vs Peers
+0.20%

SMTQX Mutual Fund Performance

SMTQX performance across multiple time periods: 1-month 0.51%, YTD 7.84%, 1-year 16.79%, 3-year 15.00%, 5-year 7.78%.

SMTQX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

SMTQX performance comparison shows side-by-side returns with another fund. SMTQX alternatives are available in the Mutual Fund Screener.