SMCVX Mutual Fund

SMCVX Mutual Fund

NAV$8.81
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Returns Overview

1 Month
-2.26%
3 Months
-2.19%
6 Months
-0.27%
YTD
-0.40%
1 Year
+0.28%
3 Years (annualized)
+6.33%
5 Years (annualized)
+1.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMCVX 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)
-0.40%
Peer Avg (YTD)
+0.32%
vs Peers
-0.72%

SMCVX Mutual Fund Performance

SMCVX performance across multiple time periods: 1-month -2.26%, YTD -0.40%, 1-year 0.28%, 3-year 6.33%, 5-year 1.87%.

SMCVX 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.

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