SMAVX Mutual Fund

SMAVX Mutual Fund

NAV$9.58
See how much of SMAVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.72%
3 Months
-0.52%
6 Months
+0.14%
YTD
+0.64%
1 Year
+1.00%
3 Years (annualized)
+3.24%
5 Years (annualized)
+2.07%
10 Years (annualized)
+1.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMAVX 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
IMONEYNET TAXFREE NATIONAL INSTITUTIONAL MONEY MARKET INDEX
This Mutual Fund (YTD)
+0.64%
Peer Avg (YTD)
-3.82%
vs Peers
+4.46%

SMAVX Mutual Fund Performance

SMAVX performance across multiple time periods: 1-month -0.72%, YTD 0.64%, 1-year 1.00%, 3-year 3.24%, 5-year 2.07%, 10-year 1.45%.

SMAVX returns outperform the peer average of -3.82% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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