SMACX Mutual Fund

SMACX Mutual Fund

NAV$11.34
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Returns Overview

1 Month
-1.83%
3 Months
-4.18%
6 Months
+4.56%
YTD
+1.81%
1 Year
+3.70%
3 Years (annualized)
+10.95%
5 Years (annualized)
+5.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMACX 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
Morningstar US Fund Allocation
This Mutual Fund (YTD)
+1.81%
Peer Avg (YTD)
+4.96%
vs Peers
-3.15%

SMACX Mutual Fund Performance

SMACX performance across multiple time periods: 1-month -1.83%, YTD 1.81%, 1-year 3.70%, 3-year 10.95%, 5-year 5.44%.

SMACX returns trail the peer average of 4.96% YTD. With an expense ratio of 2.20%, investors should weigh costs against performance when evaluating this mutual fund.

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