SMMCX Mutual Fund

SMMCX Mutual Fund

NAV$13.95
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Returns Overview

1 Month
-5.00%
3 Months
-6.99%
6 Months
-4.60%
YTD
-4.73%
1 Year
-3.38%
3 Years (annualized)
+2.91%
5 Years (annualized)
-0.19%
10 Years (annualized)
+1.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SMMCX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-4.73%
Peer Avg (YTD)
-3.84%
vs Peers
-0.89%

SMMCX Mutual Fund Performance

SMMCX performance across multiple time periods: 1-month -5.00%, YTD -4.73%, 1-year -3.38%, 3-year 2.91%, 5-year -0.19%, 10-year 1.23%.

SMMCX returns trail the peer average of -3.84% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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