SMFCX Mutual Fund

SMFCX Mutual Fund

NAV$23.44
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Returns Overview

1 Month
-1.53%
3 Months
-2.45%
6 Months
+14.64%
YTD
+9.32%
1 Year
+8.57%
3 Years (annualized)
+14.96%
5 Years (annualized)
+4.61%
10 Years (annualized)
+12.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMFCX 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)
+9.32%
Peer Avg (YTD)
+6.72%
vs Peers
+2.60%

SMFCX Mutual Fund Performance

SMFCX performance across multiple time periods: 1-month -1.53%, YTD 9.32%, 1-year 8.57%, 3-year 14.96%, 5-year 4.61%, 10-year 12.47%.

SMFCX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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