SMXAX Mutual Fund

SMXAX Mutual Fund

NAV$21.13
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Returns Overview

1 Month
+4.42%
3 Months
+19.53%
6 Months
+18.13%
YTD
+16.75%
1 Year
+29.34%
3 Years (annualized)
+19.74%
5 Years (annualized)
+7.22%
10 Years (annualized)
+12.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMXAX 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
Russell Small Cap Completeness(^RSCC)
This Mutual Fund (YTD)
+16.75%
Peer Avg (YTD)
+10.82%
vs Peers
+5.94%

SMXAX Mutual Fund Performance

SMXAX performance across multiple time periods: 1-month 4.42%, YTD 16.75%, 1-year 29.34%, 3-year 19.74%, 5-year 7.22%, 10-year 12.93%.

SMXAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

SMXAX performance comparison shows side-by-side returns with another fund. SMXAX alternatives are available in the Mutual Fund Screener.