SMCAX Mutual Fund

SMCAX Mutual Fund

NAV$8.77
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Returns Overview

1 Month
-2.23%
3 Months
-2.20%
6 Months
-0.26%
YTD
-0.50%
1 Year
+0.19%
3 Years (annualized)
+6.12%
5 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMCAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.50%
Peer Avg (YTD)
+0.32%
vs Peers
-0.82%

SMCAX Mutual Fund Performance

SMCAX performance across multiple time periods: 1-month -2.23%, YTD -0.50%, 1-year 0.19%, 3-year 6.12%, 5-year 1.74%.

SMCAX returns trail the peer average of 0.32% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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