SMGXX Mutual Fund

SMGXX Mutual Fund

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Returns Overview

1 Month
+0.27%
3 Months
+0.78%
6 Months
+1.58%
YTD
+2.38%
1 Year
+3.53%
3 Years (annualized)
+4.10%
5 Years (annualized)
+3.68%
10 Years (annualized)
+2.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMGXX 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
PROUpgrade to run
🏦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

This Mutual Fund (YTD)
+2.38%
Peer Avg (YTD)
+2.36%
vs Peers
+0.03%

SMGXX Mutual Fund Performance

SMGXX performance across multiple time periods: 1-month 0.27%, YTD 2.38%, 1-year 3.53%, 3-year 4.10%, 5-year 3.68%, 10-year 2.18%.

SMGXX returns outperform the peer average of 2.36% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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