SMCIX Mutual Fund

SMCIX Mutual Fund

NAV$23.91
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Returns Overview

1 Month
-5.50%
3 Months
-8.17%
6 Months
+10.08%
YTD
+12.65%
1 Year
+15.43%
3 Years (annualized)
+13.73%
5 Years (annualized)
+4.82%
10 Years (annualized)
+9.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMCIX 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
S&P Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+12.65%
Peer Avg (YTD)
+10.34%
vs Peers
+2.31%

SMCIX Mutual Fund Performance

SMCIX performance across multiple time periods: 1-month -5.50%, YTD 12.65%, 1-year 15.43%, 3-year 13.73%, 5-year 4.82%, 10-year 9.09%.

SMCIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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