SMTYX Mutual Fund

SMTYX Mutual Fund

NAV$25.54
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Returns Overview

1 Month
-0.73%
3 Months
+2.52%
6 Months
+5.42%
YTD
+7.18%
1 Year
+15.56%
3 Years (annualized)
+13.98%
5 Years (annualized)
+7.78%
10 Years (annualized)
+10.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMTYX 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)
+7.18%
Peer Avg (YTD)
+6.99%
vs Peers
+0.19%

SMTYX Mutual Fund Performance

SMTYX performance across multiple time periods: 1-month -0.73%, YTD 7.18%, 1-year 15.56%, 3-year 13.98%, 5-year 7.78%, 10-year 10.03%.

SMTYX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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