SMARX Mutual Fund

SMARX Mutual Fund

NAV$7.59
See how much of SMARX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.64%
3 Months
-3.13%
6 Months
-1.64%
YTD
-1.38%
1 Year
-0.60%
3 Years (annualized)
+6.08%
5 Years (annualized)
+1.48%
10 Years (annualized)
+2.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMARX 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
Bloomberg US Intermediate Credit Index
This Mutual Fund (YTD)
-1.38%
Peer Avg (YTD)
+0.50%
vs Peers
-1.88%

SMARX Mutual Fund Performance

SMARX performance across multiple time periods: 1-month -2.64%, YTD -1.38%, 1-year -0.60%, 3-year 6.08%, 5-year 1.48%, 10-year 2.53%.

SMARX returns trail the peer average of 0.50% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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