SMFAX Mutual Fund

SMFAX Mutual Fund

NAV$28.53
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Returns Overview

1 Month
-1.47%
3 Months
-2.26%
6 Months
+15.06%
YTD
+9.93%
1 Year
+9.41%
3 Years (annualized)
+15.82%
5 Years (annualized)
+5.38%
10 Years (annualized)
+13.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMFAX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+9.93%
Peer Avg (YTD)
+6.72%
vs Peers
+3.21%

SMFAX Mutual Fund Performance

SMFAX performance across multiple time periods: 1-month -1.47%, YTD 9.93%, 1-year 9.41%, 3-year 15.82%, 5-year 5.38%, 10-year 13.31%.

SMFAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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