SMAIX Mutual Fund

SMAIX Mutual Fund

NAV$9.58
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Returns Overview

1 Month
-0.80%
3 Months
-0.56%
6 Months
+0.26%
YTD
+0.82%
1 Year
+1.22%
3 Years (annualized)
+3.52%
5 Years (annualized)
+2.34%
10 Years (annualized)
+1.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMAIX 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
IMONEYNET TAXFREE NATIONAL INSTITUTIONAL MONEY MARKET INDEX
This Mutual Fund (YTD)
+0.82%
Peer Avg (YTD)
-3.82%
vs Peers
+4.64%

SMAIX Mutual Fund Performance

SMAIX performance across multiple time periods: 1-month -0.80%, YTD 0.82%, 1-year 1.22%, 3-year 3.52%, 5-year 2.34%, 10-year 1.73%.

SMAIX returns outperform the peer average of -3.82% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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