SMCCX Mutual Fund

SMCCX Mutual Fund

NAV$8.74
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Returns Overview

1 Month
-2.24%
3 Months
-2.32%
6 Months
-0.37%
YTD
-0.50%
1 Year
+0.19%
3 Years (annualized)
+5.46%
5 Years (annualized)
+1.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMCCX 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
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📉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%

SMCCX Mutual Fund Performance

SMCCX performance across multiple time periods: 1-month -2.24%, YTD -0.50%, 1-year 0.19%, 3-year 5.46%, 5-year 1.07%.

SMCCX returns trail the peer average of 0.32% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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