SMCFX Mutual Fund

SMCFX Mutual Fund

NAV$83.54
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Returns Overview

1 Month
-2.11%
3 Months
-5.38%
6 Months
+12.29%
YTD
+10.19%
1 Year
+13.85%
3 Years (annualized)
+12.44%
5 Years (annualized)
+1.27%
10 Years (annualized)
+9.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMCFX 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
MSCI All Country World Small Cap Index(M7WDSC)
This Mutual Fund (YTD)
+10.19%
Peer Avg (YTD)
+7.86%
vs Peers
+2.33%

SMCFX Mutual Fund Performance

SMCFX performance across multiple time periods: 1-month -2.11%, YTD 10.19%, 1-year 13.85%, 3-year 12.44%, 5-year 1.27%, 10-year 9.86%.

SMCFX returns outperform the peer average of 7.86% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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