SMTZX Mutual Fund

SMTZX Mutual Fund

NAV$25.40
See how much of SMTZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.83%
3 Months
+2.29%
6 Months
+5.04%
YTD
+6.70%
1 Year
+14.66%
3 Years (annualized)
+13.13%
5 Years (annualized)
+6.97%
10 Years (annualized)
+9.21%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
JPM SMARTRETIREMENT 2040 COMPOSITE BENCHMARK
This Mutual Fund (YTD)
+6.70%
Peer Avg (YTD)
+6.99%
vs Peers
-0.29%

SMTZX Mutual Fund Performance

SMTZX performance across multiple time periods: 1-month -0.83%, YTD 6.70%, 1-year 14.66%, 3-year 13.13%, 5-year 6.97%, 10-year 9.21%.

SMTZX returns trail the peer average of 6.99% 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.