SMCMX Mutual Fund

SMCMX Mutual Fund

NAV$10.05
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Returns Overview

1 Month
-0.92%
3 Months
-0.68%
6 Months
-0.11%
YTD
-0.16%
1 Year
+0.64%
3 Years (annualized)
+3.86%
5 Years (annualized)
+1.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMCMX 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 Government/Credit Index(^BBGUSGCI)
This Mutual Fund (YTD)
-0.16%
Peer Avg (YTD)
+0.50%
vs Peers
-0.66%

SMCMX Mutual Fund Performance

SMCMX performance across multiple time periods: 1-month -0.92%, YTD -0.16%, 1-year 0.64%, 3-year 3.86%, 5-year 1.65%.

SMCMX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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