SMTZX Mutual Fund

SMTZX Mutual Fund

NAV$24.74
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Returns Overview

1 Month
-0.64%
3 Months
-1.08%
6 Months
+1.19%
YTD
+5.55%
1 Year
+7.13%
3 Years (annualized)
+16.15%
5 Years (annualized)
+6.21%
10 Years (annualized)
+9.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMTZX 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
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📉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)
+5.55%
Peer Avg (YTD)
+6.70%
vs Peers
-1.15%

SMTZX Mutual Fund Performance

SMTZX performance across multiple time periods: 1-month -0.64%, YTD 5.55%, 1-year 7.13%, 3-year 16.15%, 5-year 6.21%, 10-year 9.24%.

SMTZX returns trail the peer average of 6.70% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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