SMTSX Mutual Fund

SMTSX Mutual Fund

NAV$25.41
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Returns Overview

1 Month
+1.57%
3 Months
+1.29%
6 Months
+5.28%
YTD
+8.68%
1 Year
+14.26%
3 Years (annualized)
+15.21%
5 Years (annualized)
+7.45%
10 Years (annualized)
+9.88%

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)
+8.68%
Peer Avg (YTD)
+8.76%
vs Peers
-0.08%

SMTSX Mutual Fund Performance

SMTSX performance across multiple time periods: 1-month 1.57%, YTD 8.68%, 1-year 14.26%, 3-year 15.21%, 5-year 7.45%, 10-year 9.88%.

SMTSX returns trail the peer average of 8.76% 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.