SMTSX Mutual Fund

SMTSX Mutual Fund

NAV$26.04
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Returns Overview

1 Month
-0.78%
3 Months
+2.45%
6 Months
+5.28%
YTD
+7.00%
1 Year
+15.23%
3 Years (annualized)
+13.68%
5 Years (annualized)
+7.50%
10 Years (annualized)
+9.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMTSX 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)
+7.00%
Peer Avg (YTD)
+6.99%
vs Peers
+0.01%

SMTSX Mutual Fund Performance

SMTSX performance across multiple time periods: 1-month -0.78%, YTD 7.00%, 1-year 15.23%, 3-year 13.68%, 5-year 7.50%, 10-year 9.76%.

SMTSX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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