SMGSX Mutual Fund

SMGSX Mutual Fund

NAV$14.52
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Returns Overview

1 Month
-2.37%
3 Months
-0.42%
6 Months
+8.00%
YTD
+8.00%
1 Year
+11.64%
3 Years (annualized)
+14.68%
5 Years (annualized)
+6.50%
10 Years (annualized)
+7.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMGSX 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 500 Index Total Return
This Mutual Fund (YTD)
+8.00%
Peer Avg (YTD)
+4.96%
vs Peers
+3.03%

SMGSX Mutual Fund Performance

SMGSX performance across multiple time periods: 1-month -2.37%, YTD 8.00%, 1-year 11.64%, 3-year 14.68%, 5-year 6.50%, 10-year 7.43%.

SMGSX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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